Q1 2015 Holdings
Filed 2015-05-15 | 29 holdings | $638.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook Inc(META) | CL A | 30303M102 | $53.8K | 654,582 | 8.4% |
| Facebook IncCall | CALL | 30303M902 | $49.3K | 600,000 | 7.7% |
| Apple Inc(AAPL) | COM | 037833100 | $42.3K | 340,000 | 6.6% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $36.1K | 1,227,342 | 5.7% |
| Madison Square Garden Co | CL A | 55826P100 | $35.4K | 418,099 | 5.5% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $34.9K | 640,000 | 5.5% |
| 21Vianet Group Inc(VNET) | SPONSORED ADR | 90138A103 | $32.7K | 1,850,000 | 5.1% |
| SBA Communications Corp | COM | 78388J106 | $30.5K | 260,810 | 4.8% |
| Charter Communications Inc D | CL A NEW | 16117M305 | $26.7K | 138,076 | 4.2% |
| Priceline GRP Inc | COM NEW | 741503403 | $24.6K | 21,172 | 3.9% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $23.4K | 395,208 | 3.7% |
| Liberty Media Corp Delaware | COM SER C | 531229300 | $21.2K | 554,318 | 3.3% |
| Pandora Media Inc | COM | 698354107 | $19.6K | 1,209,405 | 3.1% |
| Avago Technologies LTD | SHS | Y0486S104 | $18.9K | 148,646 | 3.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $17.9K | 48,071 | 2.8% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $17.6K | 190,000 | 2.8% |
| Grubhub Inc | COM | 400110102 | $16.7K | 367,681 | 2.6% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $15.5K | 1,018,896 | 2.4% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $15.3K | 348,908 | 2.4% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $13.1K | 335,000 | 2.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $12.9K | 88,407 | 2.0% |
| Xoom Corp | COM | 98419Q101 | $11.8K | 800,506 | 1.8% |
| Freescale Semiconductor LTD | SHS | G3727Q101 | $11.5K | 281,266 | 1.8% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $11.4K | 386,613 | 1.8% |
| Care COM Inc(CRCMGBP) | COM | 141633107 | $10.9K | 1,433,412 | 1.7% |
| Qihoo 360 Technology Co LTD | ADS | 74734M109 | $10.8K | 211,375 | 1.7% |
| Sirius XM Hldgs Inc(SIRIEUR) | COM | 82968B103 | $8.8K | 2,295,841 | 1.4% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $7.9K | 148,873 | 1.2% |
| Coupons COM Inc | COM | 22265J102 | $6.9K | 588,667 | 1.1% |