Q2 2014 Holdings
Filed 2014-08-14 | 44 holdings | $723.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| YY Inc | ADS REPCOM CLA | 98426T106 | $55.1K | 730,251 | 7.6% |
| Facebook Inc(META) | CL A | 30303M102 | $50.5K | 750,000 | 7.0% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $44.6K | 825,000 | 6.2% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $39.1K | 360,000 | 5.4% |
| Pandora Media Inc | COM | 698354107 | $34.7K | 1,175,000 | 4.8% |
| Qihoo 360 Technology Co LTD | ADS | 74734M109 | $32.2K | 350,000 | 4.5% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $32.1K | 900,000 | 4.4% |
| Apple Inc(AAPL) | COM | 037833100 | $27.9K | 300,000 | 3.9% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $27.2K | 145,000 | 3.8% |
| Netflix Inc(NFLX) | COM | 64110L106 | $26.4K | 60,000 | 3.7% |
| Jumei Intl Hldg LTD | SPONSORED ADR | 48138L107 | $23.8K | 876,102 | 3.3% |
| Soufun Hldgs LTD | ADR | 836034108 | $20.4K | 2,080,000 | 2.8% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $19.6K | 570,000 | 2.7% |
| Care COM Inc(CRCMGBP) | COM | 141633107 | $19.6K | 1,546,649 | 2.7% |
| Xoom Corp | COM | 98419Q101 | $19.5K | 740,000 | 2.7% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $17.4K | 610,000 | 2.4% |
| Lamar Advertising Co | CL A | 512815101 | $17.2K | 325,000 | 2.4% |
| Zulily Inc | CL A | 989774104 | $16.0K | 390,000 | 2.2% |
| Priceline GRP Inc | COM NEW | 741503403 | $15.6K | 13,000 | 2.2% |
| SBA Communications Corp | COM | 78388J106 | $15.3K | 150,000 | 2.1% |
| Rambus Inc del(RMBS) | COM | 750917106 | $13.4K | 935,000 | 1.8% |
| Universal Display Corp(OLED) | COM | 91347P105 | $12.3K | 382,868 | 1.7% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $12.1K | 800,000 | 1.7% |
| Linkedin Corp | COM CL A | 53578A108 | $12.0K | 70,000 | 1.7% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $11.1K | 270,000 | 1.5% |
| Rocket Fuel Inc | COM | 773111109 | $10.1K | 325,000 | 1.4% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $10.0K | 140,000 | 1.4% |
| Sirius XM Hldgs Inc(SIRIEUR) | COM | 82968B103 | $9.7K | 2,800,000 | 1.3% |
| Atmel Corp | COM | 049513104 | $9.6K | 1,020,000 | 1.3% |
| Liberty Global PLC | SHS CL A | G5480U104 | $9.1K | 204,986 | 1.3% |
| Liberty Global PLC | SHS CL C | G5480U120 | $8.5K | 200,000 | 1.2% |
| Cvent Inc | COM | 23247G109 | $6.7K | 231,517 | 0.9% |
| E-Commerce China Dangdang in | SPN ADS COM A | 26833A105 | $6.5K | 485,000 | 0.9% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $6.1K | 150,000 | 0.8% |
| Coupons COM Inc | COM | 22265J102 | $5.9K | 225,000 | 0.8% |
| Gogo Inc(GOGO) | COM | 38046C109 | $5.9K | 300,000 | 0.8% |
| 3-D SYS Corp del(DDD) | COM NEW | 88554D205 | $3.9K | 65,000 | 0.5% |
| Grubhub Inc | COM | 400110102 | $3.5K | 100,000 | 0.5% |
| Marketo Inc | COM | 57063L107 | $3.5K | 120,000 | 0.5% |
| Servicenow Inc(NOW) | COM | 81762P102 | $2.5K | 40,000 | 0.3% |
| Workday Inc(WDAY) | CL A | 98138H101 | $2.2K | 25,000 | 0.3% |
| E House China Hldgs LTD | ADR | 26852W103 | $2.2K | 255,000 | 0.3% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $2.0K | 250,000 | 0.3% |
| Qunar Cayman IS LTD | SPNS ADR CL B | 74906P104 | $286 | 10,000 | 0.0% |