| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | QUALCOMM INC | 37,122 | 2,574,000 | 0.72% | ||
| 52 | DISCOVER FINL SVCS | 44,615 | 2,514,000 | 0.70% | ||
| 53 | DSW INC CL A | 64,357 | 2,373,000 | 0.66% | ||
| 54 | HUNTSMAN CORP | 100,000 | 2,217,000 | 0.62% | Put | |
| 55 | ANSYS | 25,000 | 2,205,000 | 0.62% | Put | |
| 56 | RADIAN GROUP INC | 125,798 | 2,112,000 | 0.59% | ||
| 57 | ALIBABA GROUP HLDG LTD | 24,476 | 2,038,000 | 0.57% | ||
| 58 | FACEBOOK INC | 20,000 | 1,645,000 | 0.46% | ||
| 59 | MARKETO INC COM | 63,627 | 1,630,000 | 0.46% | ||
| 60 | GOOGLE INC | 2,870 | 1,572,000 | 0.44% | ||
| 61 | YANDEX N V | 100,000 | 1,516,000 | 0.42% | Call | |
| 62 | F5 NETWORKS INC | 12,500 | 1,437,000 | 0.40% | Put | |
| 63 | CONSTELLATION BRANDS INC | 12,286 | 1,428,000 | 0.40% | ||
| 64 | VASCO DATA SEC INTL INC | 61,579 | 1,326,000 | 0.37% | ||
| 65 | FORTINET INC | 35,000 | 1,223,000 | 0.34% | Put | |
| 66 | JUNIPER NETWORKS | 50,000 | 1,129,000 | 0.32% | Put | |
| 67 | STRATASYS LTD | 16,932 | 894,000 | 0.25% | ||
| 68 | MIDDLEBY CORP | 8,205 | 842,000 | 0.24% | ||
| 69 | FORTINET INC | 2,694 | 94,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001153, filed 2015.05.15).
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.
