3-D SYS CORP DEL COM NEW 88554D205 197 6000 SH SOLE 6000 0 0 AMAZON COM INC COM 023135106 6269 24650 SH SOLE 24650 0 0 AMERICAN EXPRESS CO COM 025816109 6880 121000 SH SOLE 121000 0 0 APPLE INC COM 037833100 10607 15900 SH SOLE 15900 0 0 BANK OF AMERICA CORPORATION COM 060505104 6181 700000 SH SOLE 700000 0 0 BROADCOM CORP CL A 111320107 1417 41000 SH SOLE 41000 0 0 CAPITAL ONE FINL CORP COM 14040H105 6693 117400 SH SOLE 117400 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 2384 49500 SH SOLE 49500 0 0 D R HORTON INC COM 23331A109 722 35000 SH SOLE 35000 0 0 E M C CORP MASS COM 268648102 3436 126000 SH SOLE 126000 0 0 EBAY INC COM 278642103 5804 120000 SH SOLE 120000 0 0 F5 NETWORKS INC COM 315616102 3736 35700 SH SOLE 35700 0 0 FACEBOOK INC CL A 30303M102 368 17000 SH SOLE 17000 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 3797 33400 SH SOLE 33400 0 0 GOOGLE INC CL A 38259P508 10148 13450 SH SOLE 13450 0 0 JPMORGAN CHASE & CO COM 46625H100 1526 37700 SH SOLE 37700 0 0 LENNAR CORP CL A 526057104 695 20000 SH SOLE 20000 0 0 LINKEDIN CORP COM CL A 53578A108 361 3000 SH SOLE 3000 0 0 MASTERCARD INC CL A 57636Q104 5698 12620 SH SOLE 12620 0 0 NETAPP INC COM 64110D104 1989 60500 SH SOLE 60500 0 0 OPENTABLE INC COM 68372A104 1165 28000 SH SOLE 28000 0 0 PRICELINE COM INC COM NEW 741503403 6587 10640 SH SOLE 10640 0 0 PULTE GROUP INC COM 745867101 1938 125000 SH SOLE 125000 0 0 QUALCOMM INC COM 747525103 3748 60000 SH SOLE 60000 0 0 RED HAT INC COM 756577102 2847 50000 SH SOLE 50000 0 0 SANDISK CORP COM 80004C101 1954 45000 SH SOLE 45000 0 0 STRATASYS INC COM 862685104 218 4000 SH SOLE 4000 0 0 TOLL BROTHERS INC COM 889478103 731 22000 SH SOLE 22000 0 0 VASCO DATA SEC INTL INC COM 92230Y104 1568 167200 SH SOLE 167200 0 0 VISA INC COM CL A 92826C839 8460 63000 SH SOLE 63000 0 0 VMWARE INC CL A COM 928563402 3773 39000 SH SOLE 39000 0 0 WELLS FARGO & CO NEW COM 949746101 2538 73500 SH SOLE 73500 0 0