| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Apple Inc(AAPL) | 5,774 | $637 | 9.57% |
| 2 | Soufun Hldgs LTD | 91,771 | $606 | 9.11% |
| 3 | Time Warner Inc | 5,918 | $407 | 6.12% |
| 4 | Youku Tudou Inc | 22,548 | $398 | 5.98% |
| 5 | Google Inc | 500 | $319 | 4.79% |
| 6 | E House China Hldgs LTD | 52,700 | $313 | 4.70% |
| 7 | Tubemogul Inc | 26,869 | $283 | 4.25% |
| 8 | Proshares TR(TBT) | 5,000 | $217 | 3.26% |
| 9 | Qihoo 360 Technology Co LTD | 4,000 | $191 | 2.87% |
| 10 | YY Inc | 3,418 | $186 | 2.79% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Consumer Cyclical | 11.78% | 2.98% | -8.8% |
| Technology | 8.35% | 15.71% | +7.36% |
| Unclassified | 79.41% | 81.11% | +1.7% |
| Industrials | 0.46% | 0.2% | -0.26% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 79.41% | 81.11% | +1.7% |
| Mega Cap | 20.13% | 15.71% | -4.42% |
| Mid Cap | 0% | 2.98% | +2.98% |
| Small Cap | 0.46% | 0.2% | -0.26% |
Quarter-over-quarter position changes