BAIDU INC Sponsored ADR Rep Class A 056752108 266 1728 SH SOLE 1728 0 0 LOCKHEED MARTI Common Stock 539830109 301 1930 SH SOLE 1930 0 0 GOOGLE INC Common Stock 38259P508 1087 1994 SH SOLE 1994 0 0 CONOCOPHILLIPS Common Stock 20825C104 212 2960 SH SOLE 2960 0 0 SPDR S&P 500 E Exchange-Traded Fund 78462F103 590 3225 SH SOLE 3225 0 0 PHILLIPS 66 Common Stock 718546104 322 4131 SH SOLE 4131 0 0 W P CAREY INC Common Stock 92936U109 310 5200 SH SOLE 5200 0 0 MERCK & CO INC Common Stock 58933Y105 364 6544 SH SOLE 6544 0 0 INGERSOLL-RAND Common Stock G47791101 392 7100 SH SOLE 7100 0 0 JOHNSON & JOHN Common Stock 478160104 801 8249 SH SOLE 8249 0 0 LINKEDIN CORP Common Class A 53578A108 1714 10336 SH SOLE 10336 0 0 TRANSDIGM GROU Common Stock 893641100 1802 10384 SH SOLE 10384 0 0 VISA INC Common Class A 92826C839 2210 10993 SH SOLE 10993 0 0 CELGENE CORP Common Stock 151020104 1573 11391 SH SOLE 11391 0 0 DISNEY WALT CO Common Stock 254687106 963 12403 SH SOLE 12403 0 0 EXXON MOBIL CO Common Stock 30231G102 1458 14900 SH SOLE 14900 0 0 BOEING CO Common Stock 097023105 2150 17442 SH SOLE 17442 0 0 PROCTER & GAMB Common Stock 742718109 1457 18024 SH SOLE 18024 0 0 LYONDELLBASELL Class A N53745100 2030 23032 SH SOLE 23032 0 0 DUNKIN BRANDS Common Stock 265504100 1180 24549 SH SOLE 24549 0 0 MONSANTO CO NE Common Stock 61166W101 2733 24783 SH SOLE 24783 0 0 PENN NATL GAMI Common Stock 707569109 331 26559 SH SOLE 26559 0 0 LAS VEGAS SAND Common Stock 517834107 2100 28134 SH SOLE 28134 0 0 YELP INC Class A 985817105 1789 28879 SH SOLE 28879 0 0 CVS CAREMARK C Common Stock 126650100 2224 30316 SH SOLE 30316 0 0 GAMING & LEISU Common Stock 36467J108 1093 30373 SH SOLE 30373 0 0 PALO ALTO NETW Common Stock 697435105 2086 31631 SH SOLE 31631 0 0 LIBERTY INTERA Common Stock 53071M104 995 34922 SH SOLE 34922 0 0 LOWES COS INC Common Stock 548661107 1715 36769 SH SOLE 36769 0 0 TEVA PHARMACEU American Depositary Receipt 881624209 1929 38627 SH SOLE 38627 0 0 GNC HLDGS INC Common Stock 36191G107 1741 39633 SH SOLE 39633 0 0 VMWARE INC Common Class A 928563402 4289 42554 SH SOLE 42554 0 0 SINA CORP Ordinary Shares G81477104 2243 42785 SH SOLE 42785 0 0 SENSATA TECHNO Common Stock N7902X106 2035 46592 SH SOLE 46592 0 0 SPLUNK INC Common Stock 848637104 2902 47971 SH SOLE 47971 0 0 FIREEYE INC Common Stock 31816Q101 2503 51655 SH SOLE 51655 0 0 DISH NETWORK C Class A 25470M109 3796 65571 SH SOLE 65571 0 0 YANDEX N V Class A N97284108 1837 66767 SH SOLE 66767 0 0 MGM RESORTS IN Common Stock 552953101 1655 69882 SH SOLE 69882 0 0 NEWS CORP NEW Class A 65249B109 1565 93320 SH SOLE 93320 0 0 COBALT INTL EN Common Stock 19075F106 1717 96677 SH SOLE 96677 0 0 FACEBOOK INC Class A 30303M102 6443 109403 SH SOLE 109403 0 0 FRANKS INTL N Common Stock N33462107 3317 137244 SH SOLE 137244 0 0 BLACKBERRY LTD Common Stock 09228F103 1375 192569 SH SOLE 192569 0 0 GROUPON INC Common Class A 399473107 1945 280208 SH SOLE 280208 0 0 TEEKAY TANKERS Class A Y8565N102 1065 300954 SH SOLE 300954 0 0 PERFUMANIA HLD Common Stock 71376C100 5579 885598 SH SOLE 885598 0 0