My top 10 holdings (symbol/weight/tot. rtn) on 7/1:

$MELI -    5.9% | +116%
$GOOG - 5.8% | +52%
$AMZN - 5.7% | +258%
$GILD -    4.0% | -1% 
$ULTA -    2.9% |  +8%
$FOOLX - 2.6% |  +25%
$SBUX -   2.6% | +39%
$MMP -   2.4% | -27%
$SQ -       2.3% | +97%
$CMG -    2.2% | +185%