| 1 |
MICROSOFT CORP |
1,101,122 |
51,048,016 |
6.62% |
|
|
| 2 |
Qorvo Inc |
3,712,005 |
42,836,538 |
5.55% |
|
|
| 3 |
LAM RESEARCH CORP |
571,154 |
42,665,204 |
5.53% |
|
|
| 4 |
Textura Corp |
1,578,818 |
41,680,795 |
5.40% |
|
|
| 5 |
APPLE INC |
406,592 |
40,964,144 |
5.31% |
|
|
| 6 |
BAIDU INC |
186,731 |
40,750,306 |
5.28% |
|
|
| 7 |
MICRON TECHNOLOGY INC |
1,188,673 |
40,723,937 |
5.28% |
|
|
| 8 |
TABLEAU SOFTWARE INC |
559,995 |
40,683,637 |
5.27% |
|
|
| 9 |
ZENDESK INC |
1,794,744 |
38,748,523 |
5.02% |
|
|
| 10 |
PRICELINE GRP INC |
33,265 |
38,540,164 |
5.00% |
|
|
| 11 |
ALIBABA GROUP HLDG LTD |
414,930 |
36,866,531 |
4.78% |
|
|
| 12 |
INTERNATIONAL BUSINESS MACHS |
184,900 |
35,099,567 |
4.55% |
Put |
|
| 13 |
IMPERVA INC |
1,122,390 |
32,246,265 |
4.18% |
|
|
| 14 |
GOOGLE INC |
53,680 |
30,992,685 |
4.02% |
|
|
| 15 |
NETFLIX INC |
64,130 |
28,934,173 |
3.75% |
|
|
| 16 |
VIPSHOP HLDGS LTD |
149,325 |
28,223,918 |
3.66% |
|
|
| 17 |
WORKDAY INC |
339,059 |
27,972,368 |
3.63% |
|
|
| 18 |
PALO ALTO NETWORKS INC |
282,488 |
27,712,073 |
3.59% |
|
|
| 19 |
ISHARES NASDAQ BIOTECHNOLOGY ETF |
43,724 |
25,727,639 |
3.34% |
|
|
| 20 |
INFINERA CORPORATION |
1,926,325 |
20,553,888 |
2.66% |
|
|
| 21 |
JD COM INC |
790,967 |
20,422,768 |
2.65% |
|
|
| 22 |
SILICON MOTION TECHN |
745,183 |
20,075,230 |
2.60% |
|
|
| 23 |
WIX COM LTD |
496,273 |
8,064,436 |
1.05% |
|
|
| 24 |
QLIK TECHNOLOGIES INC COM |
180,321 |
4,875,880 |
0.63% |
|
|
| 25 |
CALL EMC CORP MASS $25 EXP 01/20/17 EMC 170120C00025000 |
1,100,000 |
3,218,600 |
0.42% |
Call |
|
| 26 |
PROOFPOINT INC |
45,000 |
1,671,300 |
0.22% |
|
|
