| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EXPEDIA INC DEL | 129,000 | 13,713,000 | 20.26% | Call | |
| 2 | AMAZON COM INC CALL | 17,000 | 12,166,000 | 17.97% | Call | |
| 3 | SKYWORKS SOLUTIONS INC | 120,000 | 7,594,000 | 11.22% | Call | |
| 4 | JD COM INC | 188,600 | 4,004,000 | 5.92% | Call | |
| 5 | PRICELINE GRP INC | 3,000 | 3,745,000 | 5.53% | ||
| 6 | APPLIED MATLS INC | 135,000 | 3,236,000 | 4.78% | ||
| 7 | BROADCOM LTD | 15,000 | 2,331,000 | 3.44% | ||
| 8 | AMAZON COM INC | 2,350 | 1,682,000 | 2.49% | ||
| 9 | FACEBOOK INC | 11,000 | 1,257,000 | 1.86% | ||
| 10 | Pandora Media Inc | 100,000 | 1,245,000 | 1.84% | ||
| 11 | MARVELL TECHNOLOGY GROUP LTD | 125,000 | 1,191,000 | 1.76% | ||
| 12 | LG DISPLAY CO LTD | 100,000 | 1,159,000 | 1.71% | ||
| 13 | RACKSPACE HOSTING INC | 50,000 | 1,043,000 | 1.54% | ||
| 14 | DYCOM INDS INC COM | 10,000 | 898,000 | 1.33% | ||
| 15 | CALAMP CORP | 59,000 | 874,000 | 1.29% | ||
| 16 | VANTIV INC | 15,000 | 849,000 | 1.25% | ||
| 17 | SHORETEL INC | 125,000 | 836,000 | 1.24% | ||
| 18 | AU Optronics Corp | 225,000 | 785,000 | 1.16% | ||
| 19 | NETEASE INC | 4,000 | 773,000 | 1.14% | ||
| 20 | ELECTRONIC ARTS INC | 10,000 | 758,000 | 1.12% | ||
| 21 | JUMEI INTL HLDG LTD | 180,000 | 743,000 | 1.10% | ||
| 22 | COMCAST CORP NEW | 11,000 | 717,000 | 1.06% | ||
| 23 | YY INC | 20,000 | 677,000 | 1.00% | ||
| 24 | SBA COMMUNICATIONS CORPORATION | 5,000 | 540,000 | 0.80% | ||
| 25 | INTUIT | 4,000 | 446,000 | 0.66% | ||
| 26 | FISERV INC | 4,000 | 435,000 | 0.64% | ||
| 27 | WEIBO CORP | 15,000 | 426,000 | 0.63% | ||
| 28 | BAZAARVOICE INC COM | 100,000 | 401,000 | 0.59% | ||
| 29 | LIFELOCK INC | 25,000 | 395,000 | 0.58% | ||
| 30 | SYNOPSYS INC | 7,000 | 379,000 | 0.56% | ||
| 31 | METHODE ELECTRS INC COM | 11,000 | 377,000 | 0.56% | ||
| 32 | TYLER TECHNOLOGIES INC | 2,200 | 367,000 | 0.54% | ||
| 33 | MKS INSTRS INC COM | 8,500 | 366,000 | 0.54% | ||
| 34 | WIX COM LTD | 12,000 | 364,000 | 0.54% | ||
| 35 | ZILLOW GROUP | 10,000 | 363,000 | 0.54% | ||
| 36 | BLACK KNIGHT FINL SVCS INC CL A | 9,500 | 357,000 | 0.53% | ||
| 37 | XACTLY CORP COM | 15,000 | 192,000 | 0.28% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-076544, filed 2016.08.15).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
