Seeking Alpha
About this author:
Submit
an article to

See intro to Leading Hedge Funds' Best Ideas.

New positions in Mastercard (MA), Longtop (LFT), Priceline (PCLN), and Research in Motion (RIMM).

Top sectors in the portfolio include:

Services 33%
Technology 40%
Financial 11%

Top 10 holdings are:

(GOOG)
(AMX)
MA
(AMT)
(BIDU)
(FMCN)
LFT
PCLN
(MELI)
(TDG)