Q4 2015 Holdings
Filed 2016-02-03 | 30 holdings | $346.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Shutterfly Inc(SFLY) | COM | 82568P304 | $68.3K | 1,532,796 | 19.7% |
| Yelp Inc(YELP) | CL A | 985817105 | $48.6K | 1,687,343 | 14.0% |
| Scientific Games Corp(LNWO) | CL A | 80874P109 | $33.1K | 3,690,069 | 9.6% |
| IAC Interactivecorp(IACIEUR) | COM PAR $.001 | 44919P508 | $26.4K | 439,507 | 7.6% |
| LAS Vegas Sands Corp(LVS)Call | COM | 517834107 | $25.2K | 693,000 | 7.3% |
| Pandora Media IncCall | COM | 698354107 | $24.2K | 2,199,900 | 7.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $21.7K | 27,893 | 6.3% |
| Soufun Hldgs LTD | ADR | 836034108 | $19.6K | 2,651,667 | 5.7% |
| Sabre Corp(SABR) | COM | 78573M104 | $16.5K | 591,295 | 4.8% |
| Yelp Inc(YELP)Call | CL A | 985817105 | $13.6K | 505,300 | 3.9% |
| Level 3 Communications Inc | COM NEW | 52729N308 | $12.7K | 233,235 | 3.7% |
| Pandora Media Inc | COM | 698354107 | $12.1K | 899,407 | 3.5% |
| Twitter Inc(TWTRUSD)Call | COM | 90184L102 | $11.3K | 583,100 | 3.3% |
| Vipshop Hldgs LTD(VIPS)Call | SPONSORED ADR | 92763W103 | $9.4K | 780,100 | 2.7% |
| Scientific Games Corp(LNWO)Call | CL A | 80874P109 | $3.8K | 286,000 | 1.1% |