Q3 2013 Holdings
Filed 2013-11-15 | 12 holdings | $113.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Google Inc | CL A | 38259P508 | $36.7K | 41,950 | 32.5% |
| Micron Technology Inc(MU) | COM | 595112103 | $11.5K | 657,600 | 10.2% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $11.0K | 162,700 | 9.7% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $10.9K | 163,608 | 9.6% |
| Mead Johnson Nutrition Co | COM | 582839106 | $9.6K | 129,541 | 8.5% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $9.1K | 111,100 | 8.1% |
| Sina Corp | COM | G81477104 | $6.8K | 83,900 | 6.0% |
| Sothebys | COM | 835898107 | $6.4K | 129,642 | 5.6% |
| Melco Crown Entmt LTD(MLCO) | ADR | 585464100 | $4.3K | 133,649 | 3.8% |
| MGM Resorts International(MGM) | COM | 552953101 | $3.5K | 170,172 | 3.1% |
| Facebook Inc(META) | CL A | 30303M102 | $2.9K | 58,566 | 2.6% |
| Cubist Pharmaceuticals Inc | COM | 229678107 | $358 | 5,644 | 0.3% |