| 1 |
FACEBOOK INC |
680,000 |
45,757 |
20.92% |
|
|
| 2 |
TWITTER INC |
1,106,200 |
45,321 |
20.72% |
|
|
| 3 |
GT ADVANCED TECHNOLOGIES INC COM |
606,900 |
11,288 |
5.16% |
|
|
| 4 |
APPLE INC |
87,500 |
8,131 |
3.72% |
|
|
| 5 |
MATTSON TECHNOLOGY INC |
3,280,000 |
7,183 |
3.28% |
|
|
| 6 |
AMAZON COM INC |
20,000 |
6,496 |
2.97% |
|
|
| 7 |
QUALCOMM INC |
75,000 |
5,940 |
2.72% |
|
|
| 8 |
Pandora Media Inc |
200,000 |
5,900 |
2.70% |
|
|
| 9 |
LAM RESEARCH CORP |
70,000 |
4,731 |
2.16% |
|
|
| 10 |
INTEVAC INC COM |
560,956 |
4,493 |
2.05% |
|
|
| 11 |
Equinix Inc New |
20,000 |
4,202 |
1.92% |
|
|
| 12 |
VMWARE INC |
40,000 |
3,872 |
1.77% |
|
|
| 13 |
BAIDU INC |
20,000 |
3,736 |
1.71% |
|
|
| 14 |
ARM HOLDINGS PLC ADR |
80,000 |
3,619 |
1.65% |
|
|
| 15 |
ADOBE INC |
50,000 |
3,618 |
1.65% |
|
|
| 16 |
ISHARES NASDAQ BIOTECHNOLOGY ETF |
6,000 |
3,508 |
1.60% |
|
|
| 17 |
GOOGLE INC |
6,000 |
3,452 |
1.58% |
|
|
| 18 |
Ambarella, Inc. |
100,000 |
3,118 |
1.43% |
|
|
| 19 |
SKYWORKS SOLUTIONS INC |
60,000 |
2,818 |
1.29% |
|
|
| 20 |
SINA CORP |
55,000 |
2,737 |
1.25% |
|
|
| 21 |
Intuit Inc |
15,000 |
2,572 |
1.18% |
|
|
| 22 |
EXAR CORPORATION |
220,000 |
2,486 |
1.14% |
|
|
| 23 |
AKAMAI TECHNOLOGIES INC |
40,000 |
2,442 |
1.12% |
|
|
| 24 |
ROCKET FUEL INC |
60,000 |
1,865 |
0.85% |
|
|
| 25 |
Royal Gold Inc |
150,000 |
1,787 |
0.82% |
|
|
| 26 |
TWITTER INC |
4,000 |
1,780 |
0.81% |
Call |
|
| 27 |
PALO ALTO NETWORKS INC |
20,000 |
1,677 |
0.77% |
|
|
| 28 |
TWITTER INC |
4,000 |
1,620 |
0.74% |
Call |
|
| 29 |
INTUIT |
20,000 |
1,611 |
0.74% |
|
|
| 30 |
TWITTER INC |
6,000 |
1,500 |
0.69% |
Call |
|
| 31 |
VERIFONE SYS INC |
40,000 |
1,470 |
0.67% |
|
|
| 32 |
RACKSPACE HOSTING INC |
40,000 |
1,346 |
0.62% |
|
|
| 33 |
E M C CORP MASS COM |
50,000 |
1,317 |
0.60% |
|
|
| 34 |
SunEdison Inc |
50,130 |
1,133 |
0.52% |
|
|
| 35 |
FIRST SOLAR INC |
15,000 |
1,066 |
0.49% |
|
|
| 36 |
SUNPOWER CORP |
25,931 |
1,063 |
0.49% |
|
|
| 37 |
SOLARCITY CORP |
15,000 |
1,059 |
0.48% |
|
|
| 38 |
CREE INC |
20,000 |
999 |
0.46% |
|
|
| 39 |
ROCKWOOD HOLDINGS INC |
13,000 |
988 |
0.45% |
|
|
| 40 |
GOGO INC |
50,000 |
978 |
0.45% |
|
|
| 41 |
POWER INTEGRATIONS INC COM |
15,799 |
909 |
0.42% |
|
|
| 42 |
JOHNSON CTLS INTL PLC |
15,200 |
759 |
0.35% |
|
|
| 43 |
SMA Solar Technology AG |
20,000 |
752 |
0.34% |
|
|
| 44 |
PRAXAIR INC |
5,400 |
717 |
0.33% |
|
|
| 45 |
ABB LTD |
29,000 |
668 |
0.31% |
|
|
| 46 |
HONEYWELL INTL INC |
6,080 |
565 |
0.26% |
|
|
| 47 |
TELEFONAKTIEBOLAGET LM ERICS |
40,000 |
483 |
0.22% |
|
|
| 48 |
3M CO |
3,300 |
473 |
0.22% |
|
|
| 49 |
Covanta Holding Corp. |
20,000 |
412 |
0.19% |
|
|
| 50 |
KONINKLIJKE PHILIPS N V |
11,378 |
361 |
0.17% |
|
|
