| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | METALICO INC | 11,500 | 4,000 | 0.00% | ||
| 2 | YINGLI GREEN ENERGY HLDG CO | 20,000 | 37,000 | 0.02% | ||
| 3 | ORION ENERGY SYSTEMS INC | 14,000 | 44,000 | 0.03% | ||
| 4 | JA SOLAR HOLDINGS COMPANY LIMITED SPON ADR REP5ORD | 13,000 | 124,000 | 0.08% | ||
| 5 | ASPEN AEROGELS INC COM | 25,000 | 182,000 | 0.11% | ||
| 6 | ITRON INC | 5,565 | 203,000 | 0.13% | ||
| 7 | JINKOSOLAR HLDG CO LTD | 8,000 | 205,000 | 0.13% | ||
| 8 | HONEYWELL INTL INC | 2,080 | 217,000 | 0.14% | ||
| 9 | QUANTA SVCS INC | 10,000 | 285,000 | 0.18% | ||
| 10 | PRAXAIR INC | 2,400 | 290,000 | 0.18% | ||
| 11 | KONINKLIJKE PHILIPS N V | 11,378 | 322,000 | 0.20% | ||
| 12 | Covanta Holding Corp. | 15,000 | 336,000 | 0.21% | ||
| 13 | 3M CO | 2,300 | 379,000 | 0.24% | ||
| 14 | JOHNSON CTLS INTL PLC | 8,200 | 414,000 | 0.26% | ||
| 15 | ABB LTD | 20,000 | 423,000 | 0.27% | ||
| 16 | YELP INC | 10,000 | 474,000 | 0.30% | ||
| 17 | POWER INTEGRATIONS INC COM | 9,799 | 510,000 | 0.32% | ||
| 18 | CREE INC | 15,000 | 532,000 | 0.34% | ||
| 19 | SOLARCITY CORP | 10,500 | 538,000 | 0.34% | ||
| 20 | ROCKET FUEL INC | 60,000 | 552,000 | 0.35% | ||
| 21 | FIRST SOLAR INC | 10,000 | 598,000 | 0.38% | ||
| 22 | SunEdison Inc | 26,130 | 627,000 | 0.40% | ||
| 23 | SUNPOWER CORP | 20,931 | 655,000 | 0.41% | ||
| 24 | GOGO INC | 50,000 | 953,000 | 0.60% | ||
| 25 | E M C CORP MASS COM | 50,000 | 1,278,000 | 0.81% | ||
| 26 | VERIFONE SYS INC | 40,000 | 1,396,000 | 0.88% | ||
| 27 | INTEVAC INC COM | 259,683 | 1,594,000 | 1.01% | ||
| 28 | SINA CORP | 55,000 | 1,769,000 | 1.12% | ||
| 29 | Royal Gold Inc | 150,000 | 1,931,000 | 1.22% | ||
| 30 | INTUIT | 20,000 | 1,939,000 | 1.22% | ||
| 31 | RACKSPACE HOSTING INC | 40,000 | 2,064,000 | 1.30% | ||
| 32 | EXAR CORPORATION | 220,000 | 2,211,000 | 1.39% | ||
| 33 | VMWARE INC | 30,000 | 2,460,000 | 1.55% | ||
| 34 | AKAMAI TECHNOLOGIES INC | 40,000 | 2,842,000 | 1.79% | ||
| 35 | Pandora Media Inc | 200,000 | 3,242,000 | 2.05% | ||
| 36 | GOOGLE INC | 6,000 | 3,288,000 | 2.07% | ||
| 37 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 6,000 | 3,328,000 | 2.10% | ||
| 38 | WESTERN DIGITAL CORP | 40,000 | 3,640,000 | 2.30% | ||
| 39 | ADOBE INC | 50,000 | 3,697,000 | 2.33% | ||
| 40 | Intuit Inc | 15,000 | 3,748,000 | 2.36% | ||
| 41 | ARM HOLDINGS PLC ADR | 80,000 | 3,944,000 | 2.49% | ||
| 42 | NETFLIX INC | 10,000 | 4,167,000 | 2.63% | ||
| 43 | BAIDU INC | 20,000 | 4,168,000 | 2.63% | ||
| 44 | WORKDAY INC | 50,000 | 4,221,000 | 2.66% | ||
| 45 | PALO ALTO NETWORKS INC | 30,000 | 4,382,000 | 2.76% | ||
| 46 | EQUINIX INC | 20,472 | 4,767,000 | 3.01% | ||
| 47 | SKYWORKS SOLUTIONS INC | 50,000 | 4,915,000 | 3.10% | ||
| 48 | TWITTER INC | 100,000 | 5,008,000 | 3.16% | ||
| 49 | Ambarella, Inc. | 70,000 | 5,300,000 | 3.34% | ||
| 50 | FACEBOOK INC | 70,000 | 5,755,000 | 3.63% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-15-003545, filed 2015.05.28).
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.
