Q2 2013 Holdings
Filed 2013-08-14 | 31 holdings | $588.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $57.5K | 1,086,970 | 9.8% |
| Ishares TR(IWM)Put | RUSSELL 2000 | 464287655 | $48.9K | 505,000 | 8.3% |
| Melco Crown Entmt LTD(MLCO) | ADR | 585464100 | $48.1K | 2,150,640 | 8.2% |
| Lions Gate Entmnt Corp | COM NEW | 535919203 | $40.8K | 1,485,629 | 6.9% |
| Liberty Media Corp Delaware | CL A | 531229102 | $36.0K | 283,665 | 6.1% |
| CBS Corp New | CL B | 124857202 | $34.4K | 704,846 | 5.9% |
| SBA Communications Corp | COM | 78388J106 | $31.9K | 431,038 | 5.4% |
| Time Warner Inc | COM NEW | 887317303 | $31.8K | 549,274 | 5.4% |
| Ingersoll-Rand PLC(IR) | SHS | G47791101 | $31.1K | 560,484 | 5.3% |
| News Corp | CL A | 65248E104 | $27.5K | 842,462 | 4.7% |
| Dish Network Corp(DISH)Call | CL A | 25470M109 | $27.1K | 637,500 | 4.6% |
| Google Inc | CL A | 38259P508 | $24.4K | 27,733 | 4.2% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $23.0K | 926,480 | 3.9% |
| Priceline COM Inc | COM NEW | 741503403 | $17.8K | 21,524 | 3.0% |
| Sirius XM Radio Inc | COM | 82967N108 | $13.7K | 4,088,106 | 2.3% |
| Madison Square Garden Co | CL A | 55826P100 | $10.8K | 182,549 | 1.8% |
| Petsmart Inc | COM | 716768106 | $10.3K | 153,627 | 1.7% |
| Monster Beverage Corp | COM | 611740101 | $7.7K | 127,028 | 1.3% |
| Liberty Global PLC | SHS CL A | G5480U104 | $7.3K | 98,688 | 1.2% |
| Lamar Advertising Co | CL A | 512815101 | $7.2K | 164,823 | 1.2% |
| Qihoo 360 Technology Co LTD | ADS | 74734M109 | $6.7K | 144,886 | 1.1% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $6.5K | 228,713 | 1.1% |
| Ulta Salon Cosmetcs & Frag I(ULTA) | COM | 90384S303 | $5.6K | 55,702 | 0.9% |
| Liberty Global PLC | SHS CL C | G5480U120 | $5.5K | 81,033 | 0.9% |
| Netflix Inc(NFLX) | COM | 64110L106 | $4.8K | 22,927 | 0.8% |
| Shutterfly Inc(SFLY) | COM | 82568P304 | $4.8K | 86,284 | 0.8% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $4.6K | 156,832 | 0.8% |
| Cablevision SYS Corp(CVCEUR) | CL A NY CABLVS | 12686C109 | $4.0K | 239,117 | 0.7% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $3.5K | 119,339 | 0.6% |
| Vitamin Shoppe Inc | COM | 92849E101 | $3.4K | 76,046 | 0.6% |
| Nexstar Broadcasting Group I(NXST) | CL A | 65336K103 | $1.4K | 40,746 | 0.2% |