3-D SYS CORP DEL COM NEW 88554D205 1353 41970 SH SOLE 41970 0 0 AMAZON COM INC COM 023135106 8048 30200 SH SOLE 30200 0 0 AMERICAN EXPRESS CO COM 025816109 11171 165600 SH SOLE 165600 0 0 APPLE INC COM 037833100 5710 12900 SH SOLE 12900 0 0 BANK OF AMERICA CORPORATION COM 060505104 12789 1050000 SH SOLE 1050000 0 0 BROADCOM CORP CL A 111320107 1658 47800 SH SOLE 47800 0 0 CAPITAL ONE FINL CORP COM 14040H105 9067 165000 SH SOLE 165000 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 2712 57710 SH SOLE 57710 0 0 D R HORTON INC COM 23331A109 3524 145000 SH SOLE 145000 0 0 E M C CORP MASS COM 268648102 3509 146900 SH SOLE 146900 0 0 EBAY INC COM 278642103 7970 147000 SH SOLE 147000 0 0 F5 NETWORKS INC COM 315616102 3708 41620 SH SOLE 41620 0 0 FACEBOOK INC CL A 30303M102 8134 318000 SH SOLE 318000 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 8903 60500 SH SOLE 60500 0 0 GOOGLE INC CL A 38259P508 14137 17800 SH SOLE 17800 0 0 JPMORGAN CHASE & CO COM 46625H100 3507 73900 SH SOLE 73900 0 0 LENNAR CORP CL A 526057104 2157 52000 SH SOLE 52000 0 0 LINKEDIN CORP COM CL A 53578A108 4252 24150 SH SOLE 24150 0 0 MASTERCARD INC CL A 57636Q104 7955 14700 SH SOLE 14700 0 0 MGIC INVT CORP WIS COM 552848103 2426 490000 SH SOLE 490000 0 0 NETAPP INC COM 64110D104 3416 100000 SH SOLE 100000 0 0 OPENTABLE INC COM 68372A104 2056 32640 SH SOLE 32640 0 0 PRICELINE COM INC COM NEW 741503403 8292 12050 SH SOLE 12050 0 0 PULTE GROUP INC COM 745867101 2950 145750 SH SOLE 145750 0 0 QUALCOMM INC COM 747525103 7899 118000 SH SOLE 118000 0 0 RADIAN GROUP INC COM 750236101 1232 115000 SH SOLE 115000 0 0 RED HAT INC COM 756577102 2948 58300 SH SOLE 58300 0 0 SANDISK CORP COM 80004C101 4782 87000 SH SOLE 87000 0 0 STRATASYS LTD COM M85548101 1608 21670 SH SOLE 21670 0 0 TOLL BROTHERS INC COM 889478103 878 25650 SH SOLE 25650 0 0 VASCO DATA SEC INTL INC COM 92230Y104 1645 194950 SH SOLE 194950 0 0 VISA INC COM CL A 92826C839 11991 70600 SH SOLE 70600 0 0 VMWARE INC CL A COM 928563402 3587 45470 SH SOLE 45470 0 0 WELLS FARGO & CO NEW COM 949746101 3603 97400 SH SOLE 97400 0 0 ZILLOW INC CL A 98954A107 1203 22000 SH SOLE 22000 0 0