Q4 2014 Holdings
Filed 2015-02-17 | 33 holdings | $8.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $7.9M | 100,000 | 93.4% |
| Facebook Inc(META) | CL A | 30303M102 | $52.7K | 675,000 | 0.6% |
| Apple Inc(AAPL) | COM | 037833100 | $46.9K | 425,000 | 0.6% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $35.0K | 560,813 | 0.4% |
| SBA Communications Corp | COM | 78388J106 | $33.2K | 300,000 | 0.4% |
| 21Vianet Group Inc(VNET) | SPONSORED ADR | 90138A103 | $26.2K | 1,694,072 | 0.3% |
| Pandora Media Inc | COM | 698354107 | $25.2K | 1,414,103 | 0.3% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $22.6K | 1,155,000 | 0.3% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $22.1K | 700,000 | 0.3% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $22.0K | 1,225,000 | 0.3% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $21.2K | 250,000 | 0.3% |
| Madison Square Garden Co | CL A | 55826P100 | $21.1K | 280,000 | 0.3% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $20.5K | 90,000 | 0.2% |
| Xoom Corp | COM | 98419Q101 | $18.4K | 1,050,000 | 0.2% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $16.8K | 404,300 | 0.2% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $15.9K | 130,000 | 0.2% |
| Shutterstock Inc(SSTK) | COM | 825690100 | $15.5K | 225,000 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $15.5K | 50,000 | 0.2% |
| Live Nation Entertainment in(LYV) | COM | 538034109 | $13.6K | 520,000 | 0.2% |
| Charter Communications Inc D | CL A NEW | 16117M305 | $13.3K | 80,000 | 0.2% |
| Care COM Inc(CRCMGBP) | COM | 141633107 | $12.6K | 1,525,012 | 0.1% |
| Marketo Inc | COM | 57063L107 | $12.1K | 370,600 | 0.1% |
| Avago Technologies LTD | SHS | Y0486S104 | $9.6K | 95,215 | 0.1% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $9.5K | 130,000 | 0.1% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $9.3K | 254,508 | 0.1% |
| Jumei Intl Hldg LTD | SPONSORED ADR | 48138L107 | $9.0K | 661,857 | 0.1% |
| Universal Display Corp(OLED) | COM | 91347P105 | $8.4K | 302,325 | 0.1% |
| Sirius XM Hldgs Inc(SIRIEUR) | COM | 82968B103 | $8.1K | 2,310,602 | 0.1% |
| Freescale Semiconductor LTD | SHS | G3727Q101 | $8.1K | 320,000 | 0.1% |
| Priceline GRP Inc | COM NEW | 741503403 | $3.9K | 3,400 | 0.0% |
| Market Vectors ETF TRPut | PUT | 57060U956 | $3.7K | 250,000 | 0.0% |
| New Relic Inc(NEWREUR) | COM | 64829B100 | $697 | 20,000 | 0.0% |
| Hortonworks Inc | COM | 440894103 | $405 | 15,000 | 0.0% |