| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RACKSPACE HOSTING INC | 150,000 | 4,754,000 | 0.19% | Put | |
| 2 | FOSSIL GROUP INC | 343,288 | 9,533,000 | 0.38% | ||
| 3 | MONSTER WORLDWIDE INC | 2,722,423 | 9,828,000 | 0.39% | ||
| 4 | MARVELL TECHNOLOGY GROUP LTD | 1,000,000 | 13,270,000 | 0.53% | Call | |
| 5 | SEAWORLD ENTERTAINMENT INCORPORATED | 1,531,635 | 20,646,000 | 0.83% | ||
| 6 | FIREEYE INC | 1,479,168 | 21,788,000 | 0.87% | ||
| 7 | PALO ALTO NETWORKS | 139,000 | 22,147,000 | 0.89% | ||
| 8 | ZENDESK INC | 748,255 | 22,979,000 | 0.92% | ||
| 9 | VIACOM CLASS B | 633,505 | 24,137,000 | 0.97% | ||
| 10 | COMPUTER SCIENCE | 483,802 | 25,259,000 | 1.01% | ||
| 11 | WEIBO CORP | 514,044 | 25,774,000 | 1.03% | ||
| 12 | PINNACLE FOODS INC DEL | 574,644 | 28,830,000 | 1.15% | ||
| 13 | AUTOHOME INC | 1,288,351 | 31,243,000 | 1.25% | ||
| 14 | CHARTER COMM | 116,955 | 31,574,000 | 1.26% | ||
| 15 | MICRON TECHNOLOGY INC | 1,877,097 | 33,375,000 | 1.34% | ||
| 16 | MADISON SQUARE GARDEN CO NEW | 227,241 | 38,497,000 | 1.54% | ||
| 17 | MACYS INC | 1,045,218 | 38,725,000 | 1.55% | ||
| 18 | STAMPS COM INC COM NEW | 462,000 | 43,664,000 | 1.75% | ||
| 19 | ADVANCED MICRO DEVICES INC COM | 6,688,832 | 46,220,000 | 1.85% | ||
| 20 | BROADCOM LTD | 274,897 | 47,425,000 | 1.90% | ||
| 21 | SPLUNK | 913,894 | 53,627,000 | 2.15% | ||
| 22 | ADVANCE AUTO PARTS INC | 396,484 | 59,124,000 | 2.37% | ||
| 23 | KELLOGG CO | 811,448 | 62,863,000 | 2.52% | ||
| 24 | SALESFORCE COM INC | 912,923 | 65,119,000 | 2.61% | ||
| 25 | SERVICENOW INC | 852,424 | 67,469,000 | 2.70% | ||
| 26 | SPRINT CORP | 10,176,256 | 67,469,000 | 2.70% | ||
| 27 | NXP SEMICONDUCTORS N V | 692,000 | 70,591,000 | 2.83% | ||
| 28 | T-MOBILE | 1,593,047 | 74,427,000 | 2.98% | ||
| 29 | ARRIS INTL INC | 2,932,596 | 83,080,000 | 3.32% | ||
| 30 | MERCADOLIBRE INC | 459,230 | 84,944,000 | 3.40% | ||
| 31 | QUALCOMM INC | 1,565,100 | 107,209,000 | 4.29% | ||
| 32 | ALPHABET INC | 137,000 | 110,156,000 | 4.41% | ||
| 33 | MARVELL TECHNOLOGY GROUP LTD | 9,843,439 | 130,622,000 | 5.23% | ||
| 34 | ELECTRONIC ARTS INC | 2,472,902 | 211,186,000 | 8.45% | ||
| 35 | ALIBABA GROUP HLDG LTD | 2,025,436 | 214,271,000 | 8.58% | ||
| 36 | ISHARES TR | 4,000,000 | 496,840,000 | 19.88% | Put |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-004321, filed 2016.11.14).
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.
