| 1 |
NETEASE INC |
621,336 |
90,010 |
8.21% |
|
|
| 2 |
ELLIE MAE INCORPORATED |
1,124,120 |
78,452 |
7.15% |
|
|
| 3 |
ANALOG DEVICES INC |
1,116,876 |
71,687 |
6.54% |
|
|
| 4 |
FACEBOOK INC |
742,225 |
63,657 |
5.80% |
|
|
| 5 |
AMAZON COM INC |
146,436 |
63,566 |
5.80% |
|
|
| 6 |
APPLE INC |
500,076 |
62,722 |
5.72% |
|
|
| 7 |
ZENDESK INC |
2,544,419 |
56,512 |
5.15% |
|
|
| 8 |
ELECTRONIC ARTS INC |
829,254 |
55,145 |
5.03% |
|
|
| 9 |
JD COM INC ADR |
1,543,622 |
52,638 |
4.80% |
|
|
| 10 |
QORVO |
654,427 |
52,531 |
4.79% |
|
|
| 11 |
IAC INTERACTIVECORP |
604,989 |
48,193 |
4.39% |
|
|
| 12 |
SALESFORCE COM INC |
649,980 |
45,258 |
4.13% |
|
|
| 13 |
PALO ALTO NETWORKS |
234,828 |
41,024 |
3.74% |
|
|
| 14 |
TABLEAU SOFTWARE INC CL A |
309,573 |
35,694 |
3.25% |
|
|
| 15 |
ALIBABA GROUP HLDG LTD |
416,495 |
34,265 |
3.12% |
|
|
| 16 |
VIPSHOP HLDGS LTD |
1,362,639 |
30,319 |
2.76% |
|
|
| 17 |
AVAGO TECHNOLOGIES LTD SHS |
204,055 |
27,125 |
2.47% |
|
|
| 18 |
GOOGLE INC |
47,950 |
24,958 |
2.28% |
|
|
| 19 |
WIX COM LTD |
797,417 |
18,835 |
1.72% |
|
|
| 20 |
MICROSEMI CORP |
489,694 |
17,115 |
1.56% |
|
|
| 21 |
MAXLINEAR INC COM |
1,301,057 |
15,743 |
1.44% |
|
|
| 22 |
INPHI CORP |
669,201 |
15,298 |
1.39% |
|
|
| 23 |
EPAM SYS INC |
202,593 |
14,431 |
1.32% |
|
|
| 24 |
ISHARES NASDAQ BIOTECHNOLOGY ETF |
24,347 |
13,148 |
1.20% |
|
|
| 25 |
BARNES & NOBLE INC |
440,000 |
11,422 |
1.04% |
|
|
| 26 |
NEW RELIC INC |
322,977 |
11,366 |
1.04% |
|
|
| 27 |
MENTOR GRAPHICS CORP |
380,095 |
10,046 |
0.92% |
|
|
| 28 |
ZEBRA TECHNOLOGIES CORPORATION CL A |
79,489 |
8,827 |
0.80% |
|
|
| 29 |
IMPERVA INC |
125,000 |
8,463 |
0.77% |
|
|
| 30 |
ATMEL CORP |
714,531 |
7,042 |
0.64% |
|
|
| 31 |
Arris Group Inc |
212,009 |
6,487 |
0.59% |
|
|
| 32 |
INFINERA CORPORATION COM |
162,139 |
3,402 |
0.31% |
|
|
| 33 |
FITBIT INC |
21,000 |
803 |
0.07% |
|
|
| 34 |
SHOPIFY INC |
19,998 |
679 |
0.06% |
|
|
