Q2 2013 Holdings
Filed 2013-07-30 | 64 holdings | $174.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook, Inc.(META) | COM | 30303M102 | $3.1K | 123,027 | 1.8% |
| Trulia, Inc. | COM | 897888103 | $3.1K | 98,514 | 1.8% |
| Palo Alto Networks, Inc.(PANW) | COM | 697435105 | $3.8K | 90,820 | 2.2% |
| Workday Inc.(WDAY) | COM | 98138H101 | $3.9K | 61,397 | 2.3% |
| Mobile Mini, Inc. | COM | 60740F105 | $4.4K | 133,691 | 2.5% |
| Guidewire Software Inc.(GWRE) | COM | 40171V100 | $5.3K | 125,925 | 3.0% |
| Laredo Petroleum Holdings Inc. | COM | 516806106 | $7.0K | 341,000 | 4.0% |
| Splunk, Inc.(SPLKCHF) | COM | 848637104 | $9.7K | 208,321 | 5.6% |
| LPL Financial Holdings, Inc.(LPLA) | COM | 50212V100 | $10.8K | 286,160 | 6.2% |
| Targa Resources Corp.(TRGP) | COM | 87612G101 | $11.7K | 182,075 | 6.7% |
| Google, Inc. | COM | 38259P508 | $12.7K | 14,406 | 7.3% |
| Nuance Communications | COM | 67020Y100 | $13.4K | 730,012 | 7.7% |
| Yelp Inc.(YELP) | COM | 985817105 | $13.6K | 392,016 | 7.8% |
| ServiceNow, Inc.(NOW) | COM | 81762P102 | $17.3K | 427,729 | 9.9% |