Q4 2014 Holdings
Filed 2015-02-18 | 27 holdings | $875.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| RF Microdevices Inc | COM | 749941100 | $71.9K | 4,331,267 | 8.2% |
| Imperva Inc | COM | 45321L100 | $64.8K | 1,310,840 | 7.4% |
| Infinera Corporation(INFNEUR) | COM | 45667G103 | $57.2K | 3,883,586 | 6.5% |
| Zendesk Inc | COM | 98936J101 | $56.1K | 2,302,057 | 6.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $50.6K | 1,089,585 | 5.8% |
| Apple Inc(AAPL) | COM | 037833100 | $48.4K | 438,224 | 5.5% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $47.4K | 386,503 | 5.4% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $45.0K | 197,601 | 5.1% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $42.6K | 537,345 | 4.9% |
| Priceline GRP Inc | COM NEW | 741503403 | $39.3K | 34,461 | 4.5% |
| Textura Corp | COM | 883211104 | $37.7K | 1,324,170 | 4.3% |
| Micron Technology Inc(MU) | COM | 595112103 | $37.1K | 1,060,878 | 4.2% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $36.9K | 435,473 | 4.2% |
| International Business Machs | PUT | 459200951 | $29.7K | 184,900 | 3.4% |
| Qlik Technologies Inc | COM | 74733T105 | $27.2K | 880,802 | 3.1% |
| Electronic Arts Inc(EA) | COM | 285512109 | $25.3K | 538,520 | 2.9% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $25.2K | 1,290,780 | 2.9% |
| Google Inc | CL C | 38259P706 | $19.4K | 36,906 | 2.2% |
| Silicon Motion Technology Co(SIMO) | SPONSORED ADR | 82706C108 | $19.3K | 814,166 | 2.2% |
| Ellie MAE Inc | COM | 28849P100 | $18.3K | 453,423 | 2.1% |
| Netease Inc(NTES) | SPONSORED ADR | 64110W102 | $16.8K | 169,129 | 1.9% |
| WIX COM LTD(WIX) | SHS | M98068105 | $13.1K | 625,077 | 1.5% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $11.4K | 183,303 | 1.3% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $11.4K | 228,252 | 1.3% |
| Google Inc | CL A | 38259P508 | $10.5K | 19,825 | 1.2% |
| Inphi Corp(IPHI) | COM | 45772F107 | $6.6K | 355,000 | 0.7% |
| Workday Inc(WDAY) | CL A | 98138H101 | $6.2K | 75,876 | 0.7% |