AMAZON COM INC COM 023135106 19503 60050 SH SOLE 60050 0 0 AMERICAN EXPRESS CO COM 025816109 28093 296120 SH SOLE 296120 0 0 BAIDU INC SPON ADR REP A 056752108 4235 22670 SH SOLE 22670 0 0 BANK OF AMERICA CORPORATION COM 060505104 22265 1448626 SH SOLE 1448626 0 0 D R HORTON INC COM 23331A109 27611 1123320 SH SOLE 1123320 0 0 EBAY INC COM 278642103 9730 194358 SH SOLE 194358 0 0 FACEBOOK INC CL A 30303M102 58157 864270 SH SOLE 864270 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 25613 152969 SH SOLE 152969 0 0 GOOGLE INC CL C 38259P706 13259 23048 SH SOLE 23048 0 0 GOOGLE INC CL A 38259P508 34197 58489 SH SOLE 58489 0 0 LENNAR CORP CL A 526057104 24083 573671 SH SOLE 573671 0 0 LINKEDIN CORP COM CL A 53578A108 19846 115741 SH SOLE 115741 0 0 MASTERCARD INC CL A 57636Q104 5444 74105 SH SOLE 74105 0 0 MGIC INVT CORP WIS COM 552848103 42919 4644947 SH SOLE 4644947 0 0 PRICELINE COM INC COM NEW 741503403 18286 15200 SH SOLE 15200 0 0 PULTE GROUP INC COM 745867101 16750 830841 SH SOLE 830841 0 0 RADIAN GROUP INC COM 750236101 28978 1956628 SH SOLE 1956628 0 0 SANDISK CORP COM 80004C101 8232 78824 SH SOLE 78824 0 0 STRATASYS LTD COM M85548101 3390 29832 SH SOLE 29832 0 0 TESLA MTRS INC COM 88160R101 26236 109288 SH SOLE 109288 0 0 TOLL BROTHERS INC COM 889478103 18517 501804 SH SOLE 501804 0 0 TRIPADVISOR INC COM 896945201 7383 67946 SH SOLE 67946 0 0 TWITTER INC COM 90184L102 3914 95544 SH SOLE 95544 0 0 WEIBO CORP SPONSORED ADR 948596101 4314 210645 SH SOLE 210645 0 0 YELP INC CL A 985817105 5219 68057 SH SOLE 68057 0 0 ZILLOW INC CL A 98954A107 3531 24707 SH SOLE 24707 0 0