The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADOBE SYS INC | COM | 00724F101 | 1,091 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
ALLIANCE DATA SYSTEMS CORP | COM | 018581108 | 3,147 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 4,047 | 13,040 | SH | SOLE | 13,040 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 8,676 | 78,600 | SH | SOLE | 78,600 | 0 | 0 | ||
ATHENAHEALTH INC | COM | 04685W103 | 7,722 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 2,952 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
BROADCOM CORP | CL A | 111320107 | 2,275 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
CAPITAL ONE FINL CORP | COM | 14040H105 | 2,889 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
CAVIUM INC | COM | 14964U108 | 3,400 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
CONTAINER STORE GROUP INC | COM | 210751103 | 383 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 1,770 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 4,142 | 45,500 | SH | SOLE | 45,500 | 0 | 0 | ||
ELLIE MAE INC | COM | 28849P100 | 2,016 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
F5 NETWORKS INC | COM | 315616102 | 1,631 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 4,242 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 2,574 | 4,850 | SH | SOLE | 4,850 | 0 | 0 | ||
GOOGLE INC | CL C | 38259P706 | 2,548 | 4,840 | SH | SOLE | 4,840 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 4,798 | 86,000 | SH | SOLE | 86,000 | 0 | 0 | ||
MANPOWERGROUP INC | COM | 56418H100 | 2,386 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
MAXLINEAR INC | CL A | 57776J100 | 1,815 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 1,492 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
NORDSTROM INC | COM | 655664100 | 3,431 | 43,220 | SH | SOLE | 43,220 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 6,950 | 56,700 | SH | SOLE | 56,700 | 0 | 0 | ||
PUMA BIOTECHNOLOGY INC | COM | 74587V107 | 3,028 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
RALPH LAUREN CORP | CL A | 751212101 | 3,703 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 3,155 | 53,200 | SH | SOLE | 53,200 | 0 | 0 | ||
SANDISK CORP | COM | 80004C101 | 3,429 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 2,572 | 38,670 | SH | SOLE | 38,670 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 6,107 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
SILICON LABORATORIES INC | COM | 826919102 | 2,143 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
TRUEBLUE INC | COM | 89785X101 | 1,188 | 53,400 | SH | SOLE | 53,400 | 0 | 0 | ||
VEEVA SYS INC | CL A COM | 922475108 | 2,966 | 112,300 | SH | SOLE | 112,300 | 0 | 0 | ||
VMWARE INC | CL A COM | 928563402 | 5,364 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
WESTERN DIGITAL CORP | COM | 958102105 | 1,661 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 4,040 | 49,500 | SH | SOLE | 49,500 | 0 | 0 |