Q3 2013 Holdings
Filed 2013-10-09 | 14 holdings | $169.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook Inc(META) | CL A | 30303M102 | $24.3K | 484,630 | 14.3% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $19.0K | 415,732 | 11.2% |
| Linkedin Corp | COM CL A | 53578A108 | $17.6K | 71,610 | 10.4% |
| Qlik Technologies Inc | COM | 74733T105 | $16.1K | 470,370 | 9.5% |
| Retailmenot Inc | COM SER 1 | 76132B106 | $15.7K | 440,349 | 9.2% |
| Informatica Corp | COM | 45666Q102 | $13.5K | 345,330 | 7.9% |
| Google Inc | CL A | 38259P508 | $13.0K | 14,805 | 7.6% |
| Rally Software DEV Corp | COM | 751198102 | $11.4K | 379,991 | 6.7% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $9.8K | 210,440 | 5.8% |
| Intercontinentalexchange Inc | COM | 45865V100 | $8.9K | 48,910 | 5.2% |
| Tibco Software Inc | COM | 88632Q103 | $7.7K | 301,650 | 4.5% |
| Visa Inc(V) | COM CL A | 92826C839 | $5.9K | 31,000 | 3.5% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $5.9K | 8,790 | 3.5% |
| Xoom Corp | COM | 98419Q101 | $953 | 30,000 | 0.6% |