Q4 2017 Holdings
Filed 2018-02-09 | 34 holdings | $1.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Powershares QQQ TrustPut | UNIT SER 1 | 73935A104 | $202.5K | 1,300,000 | 19.3% |
| Scientific Games Corp(LNWO) | CL A | 80874P109 | $141.4K | 2,755,371 | 13.5% |
| Yelp Inc(YELP) | CL A | 985817105 | $117.3K | 2,794,494 | 11.2% |
| Shutterfly Inc(SFLY) | COM | 82568P304 | $88.7K | 1,783,711 | 8.5% |
| Yelp Inc(YELP)Call | CL A | 985817105 | $88.5K | 2,110,000 | 8.4% |
| Altaba Inc(AABAUSD) | COM | 021346101 | $60.5K | 866,419 | 5.8% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $60.0K | 1,833,139 | 5.7% |
| Scientific Games Corp(LNWO)Call | CL A | 80874P109 | $52.6K | 1,025,000 | 5.0% |
| Truecar Inc(5TC) | COM | 89785L107 | $43.6K | 3,888,758 | 4.2% |
| Liberty Media Corp Delaware(BATRKUSD) | COM C BRAVES GRP | 531229888 | $39.1K | 1,759,958 | 3.7% |
| Pandora Media Inc | COM | 698354107 | $29.1K | 6,042,906 | 2.8% |
| Netflix Inc(NFLX) | COM | 64110L106 | $28.8K | 150,000 | 2.7% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $26.0K | 363,740 | 2.5% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $22.8K | 668,864 | 2.2% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $18.0K | 159,102 | 1.7% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $15.8K | 515,809 | 1.5% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $13.4K | 388,203 | 1.3% |