Q3 2013 Holdings
Filed 2013-11-14 | 40 holdings | $7.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $3.6M | 70,000 | 48.8% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $2.7M | 710,000 | 36.3% |
| Blackberry LTD(BB) | COM | 09228F103 | $795.0K | 100,000 | 10.7% |
| Soufun Hldgs LTD | ADR | 836034108 | $35.4K | 685,000 | 0.5% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $21.6K | 462,500 | 0.3% |
| Qihoo 360 Technology Co LTD | ADS | 74734M109 | $16.6K | 200,000 | 0.2% |
| Pandora Media Inc | COM | 698354107 | $14.1K | 560,000 | 0.2% |
| Yahoo Inc | COM | 984332106 | $13.4K | 403,301 | 0.2% |
| 21Vianet Group Inc(VNET) | SPONSORED ADR | 90138A103 | $12.5K | 760,000 | 0.2% |
| Active Network Inc | COM | 00506D100 | $12.2K | 850,000 | 0.2% |
| Apple IncCall | CALL | 037833900 | $12.1K | 25,300 | 0.2% |
| SBA Communications Corp | COM | 78388J106 | $11.7K | 145,859 | 0.2% |
| Sirius XM Radio Inc | COM | 82967N108 | $11.6K | 3,000,000 | 0.2% |
| Priceline COM Inc | COM NEW | 741503403 | $11.0K | 10,878 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $10.8K | 215,000 | 0.1% |
| Bitauto Hldgs LTD(2663134D) | SPONSORED ADS | 091727107 | $10.6K | 655,000 | 0.1% |
| E House China Hldgs LTD | ADR | 26852W103 | $9.8K | 1,065,000 | 0.1% |
| Xoom Corp | COM | 98419Q101 | $9.7K | 305,200 | 0.1% |
| Lamar Advertising Co | CL A | 512815101 | $9.7K | 206,062 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $8.3K | 160,000 | 0.1% |
| CBS Corp New | CL B | 124857202 | $8.2K | 148,822 | 0.1% |
| Crown Castle Intl Corp | COM | 228227104 | $8.1K | 111,583 | 0.1% |
| Liberty Global PLC | SHS CL A | G5480U104 | $7.9K | 100,000 | 0.1% |
| Linkedin Corp | COM CL A | 53578A108 | $7.4K | 30,000 | 0.1% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $7.0K | 45,000 | 0.1% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $5.8K | 574,876 | 0.1% |
| Workday Inc(WDAY) | CL A | 98138H101 | $5.2K | 63,687 | 0.1% |
| Liberty Media Corp Delaware | CL A | 531229102 | $5.1K | 34,344 | 0.1% |
| Garmin LTD(GRMN) | SHS | H2906T109 | $5.0K | 111,583 | 0.1% |
| Netsuite Inc | COM | 64118Q107 | $3.2K | 30,000 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $3.1K | 95,000 | 0.0% |
| Concur Technologies Inc | COM | 206708109 | $2.5K | 22,896 | 0.0% |
| Zillow Inc | CL A | 98954A107 | $2.5K | 30,000 | 0.0% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $2.3K | 40,000 | 0.0% |
| 3-D SYS Corp del(DDD) | COM NEW | 88554D205 | $1.9K | 35,000 | 0.0% |
| Cvent Inc | COM | 23247G109 | $1.4K | 39,500 | 0.0% |
| Stratasys LTD(SSYS) | SHS | M85548101 | $1.0K | 10,000 | 0.0% |
| Gogo Inc(GOGO) | COM | 38046C109 | $800 | 45,000 | 0.0% |
| E-Commerce China Dangdang in | SPN ADS COM A | 26833A105 | $478 | 45,595 | 0.0% |
| Homeaway Inc | COM | 43739Q100 | $223 | 7,963 | 0.0% |