| 1 |
FACEBOOK INC |
278,800 |
31,861 |
8.35% |
|
|
| 2 |
ADOBE INC |
308,400 |
29,542 |
7.74% |
|
|
| 3 |
SALESFORCE COM INC |
339,500 |
26,960 |
7.06% |
|
|
| 4 |
ELECTRONIC ARTS INC |
333,800 |
25,289 |
6.63% |
|
|
| 5 |
AMAZON COM INC |
34,400 |
24,617 |
6.45% |
|
|
| 6 |
CHARTER COMM |
96,700 |
22,109 |
5.79% |
|
|
| 7 |
GIGAMON INC |
553,500 |
20,695 |
5.42% |
|
|
| 8 |
FINISAR CORP COM NEW |
1,126,000 |
19,716 |
5.17% |
|
|
| 9 |
FLEX LTD |
1,615,000 |
19,057 |
4.99% |
|
|
| 10 |
TAKE-TWO INTERACTIVE SOFTWARE COM |
491,300 |
18,630 |
4.88% |
|
|
| 11 |
YAHOO INC |
444,500 |
16,695 |
4.37% |
|
|
| 12 |
INTEL CORP |
475,800 |
15,606 |
4.09% |
|
|
| 13 |
AT&T INC |
325,300 |
14,056 |
3.68% |
|
|
| 14 |
LUMENTUM HLDGS INC |
576,100 |
13,942 |
3.65% |
|
|
| 15 |
BROADSOFT INC |
331,256 |
13,591 |
3.56% |
|
|
| 16 |
UNIVERSAL DISPLAY CORP |
190,000 |
12,882 |
3.37% |
|
|
| 17 |
COMCAST CORP NEW |
165,900 |
10,815 |
2.83% |
|
|
| 18 |
APPLIED MATLS INC |
450,000 |
10,787 |
2.83% |
|
|
| 19 |
ARISTA NETWORKS INC COM |
156,000 |
10,043 |
2.63% |
|
|
| 20 |
CIENA CORP COM NEW |
458,700 |
8,601 |
2.25% |
|
|
| 21 |
CIRRUS LOGIC INC COM |
207,000 |
8,030 |
2.10% |
|
|
| 22 |
GRUBHUB INC |
172,300 |
5,353 |
1.40% |
|
|
| 23 |
SPDR S&P 500 ETF TR |
15,000 |
1,770 |
0.46% |
Call |
|
| 24 |
ACACIA COMMUNICATIONS INC |
20,000 |
799 |
0.21% |
|
|
| 25 |
FITBIT INC |
4,750 |
273 |
0.07% |
Put |
|
