| 1 |
FACEBOOK INC |
625,023 |
37,651 |
10.28% |
|
|
| 2 |
ISHARES NASDAQ BIOTECHNOLOGY ETF |
29,535 |
32,917 |
8.99% |
|
|
| 3 |
MGIC INVT CORP WIS |
3,621,917 |
30,859 |
8.42% |
|
|
| 4 |
RADIAN GROUP INC |
1,454,981 |
21,868 |
5.97% |
|
|
| 5 |
AMERICAN EXPRESS CO |
212,366 |
19,119 |
5.22% |
|
|
| 6 |
D R HORTON INC |
820,131 |
17,756 |
4.85% |
|
|
| 7 |
GOLDMAN SACHS GROUP INC |
107,713 |
17,649 |
4.82% |
|
|
| 8 |
PRICELINE GRP INC |
13,785 |
16,430 |
4.49% |
|
|
| 9 |
BANK AMER CORP |
951,993 |
16,374 |
4.47% |
|
|
| 10 |
PULTE GROUP INC |
842,874 |
16,175 |
4.42% |
|
|
| 11 |
VISA INC |
73,356 |
15,835 |
4.32% |
|
|
| 12 |
LENNAR |
395,778 |
15,681 |
4.28% |
|
|
| 13 |
TESLA INC |
74,831 |
15,599 |
4.26% |
|
|
| 14 |
TOLL BROTHERS INC |
401,450 |
14,412 |
3.93% |
|
|
| 15 |
Intuit Inc |
70,554 |
13,048 |
3.56% |
|
|
| 16 |
AMAZON COM INC |
33,813 |
11,374 |
3.11% |
|
|
| 17 |
MASTERCARD INCORPORATED |
150,336 |
11,230 |
3.07% |
|
|
| 18 |
EBAY INC |
197,153 |
10,891 |
2.97% |
|
|
| 19 |
Zillow, Inc. |
98,761 |
8,701 |
2.38% |
|
|
| 20 |
SANDISK CORP |
79,949 |
6,491 |
1.77% |
|
|
| 21 |
YELP INC |
69,039 |
5,311 |
1.45% |
|
|
| 22 |
3-D SYS CORP DEL |
56,293 |
3,330 |
0.91% |
|
|
| 23 |
STRATASYS LTD |
29,076 |
3,085 |
0.84% |
|
|
| 24 |
TRIPADVISOR INC |
30,107 |
2,727 |
0.74% |
|
|
| 25 |
TWITTER INC |
38,220 |
1,784 |
0.49% |
|
|