Q4 2013 Holdings
Filed 2014-02-07 | 43 holdings | $101.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Rocket Fuel Inc | COM | 773111109 | $7.8K | 126,295 | 7.7% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $7.0K | 160,650 | 6.9% |
| Infinera Corporation(INFNEUR) | COM | 45667G103 | $6.6K | 672,611 | 6.5% |
| Aruba Networks Inc | COM | 043176106 | $6.4K | 356,950 | 6.3% |
| Google Inc | CL A | 38259P508 | $6.4K | 5,684 | 6.3% |
| Infoblox | COM | 45672H104 | $6.1K | 184,810 | 6.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $5.9K | 106,196 | 5.8% |
| Groupon Inc | COM CL A | 399473107 | $5.6K | 472,500 | 5.5% |
| Pandora Media Inc | COM | 698354107 | $4.7K | 175,470 | 4.6% |
| Retailmenot Inc | COM SER 1 | 76132B106 | $4.3K | 150,000 | 4.3% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $4.1K | 71,185 | 4.0% |
| Fusion-Io Inc | COM | 36112J107 | $4.1K | 456,250 | 4.0% |
| Yelp Inc(YELP) | CL A | 985817105 | $4.1K | 58,790 | 4.0% |
| Imperva Inc | COM | 45321L100 | $3.9K | 80,000 | 3.8% |
| Linkedin Corp | COM CL A | 53578A108 | $2.9K | 13,225 | 2.8% |
| Qlik Technologies Inc | COM | 74733T105 | $2.4K | 91,000 | 2.4% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $2.4K | 35,215 | 2.4% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $2.2K | 67,500 | 2.2% |
| E2open Inc | COM | 29788A104 | $2.2K | 93,268 | 2.2% |
| Fortinet(FTNT) | COM | 34959E109 | $1.8K | 96,540 | 1.8% |
| Mellanox Technologies LTD | SHS | M51363113 | $1.6K | 41,000 | 1.6% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $1.3K | 19,000 | 1.3% |
| Gigamon Inc | COM | 37518B102 | $1.3K | 45,000 | 1.2% |
| Youku Tudou Inc | SPONSORED ADR | 98742U100 | $1.2K | 41,250 | 1.2% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $1.1K | 62,500 | 1.1% |
| Netsuite Inc | COM | 64118Q107 | $799 | 7,750 | 0.8% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $693 | 13,000 | 0.7% |
| Boingo Wireless Inc(WIFI) | COM | 09739C102 | $380 | 59,323 | 0.4% |
| Voxeljet AG | ADS | 92912L107 | $296 | 7,500 | 0.3% |
| Facebook Inc(META) | CL A | 30303M102 | $273 | 5,000 | 0.3% |
| Vmware Inc(VMWEUR) | CL A COM | 928563402 | $254 | 2,835 | 0.3% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $253 | 1,422 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $199 | 355 | 0.2% |
| Ebay Inc(EBAY) | COM | 278642103 | $156 | 2,844 | 0.2% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $129 | 3,000 | 0.1% |
| Zynga(ZNGAEUR) | CL A | 98986T108 | $114 | 30,000 | 0.1% |
| Homeaway Inc | COM | 43739Q100 | $102 | 2,500 | 0.1% |
| Nanosphere Inc | COM | 63009F105 | $78 | 33,960 | 0.1% |
| Radware LTD(RDWR) | ORD | M81873107 | $53 | 2,962 | 0.1% |
| Barclays BK PLC | IPATH S&P 500 VIX | 06742E711 | $53 | 1,250 | 0.1% |
| Neonode Inc | COM NEW | 64051M402 | $44 | 6,960 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $19 | 100 | 0.0% |
| Irobot Corp(IRBTQ) | COM | 462726100 | $17 | 500 | 0.0% |