Q1 2014 Holdings
Filed 2014-05-15 | 24 holdings | $367.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Global PLC | SHS CL C | G5480U120 | $41.4K | 1,017,014 | 11.3% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $34.6K | 708,769 | 9.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $27.1K | 80,633 | 7.4% |
| Crown Castle Intl Corp | COM | 228227104 | $25.9K | 350,378 | 7.0% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $25.7K | 803,890 | 7.0% |
| Apple Inc(AAPL) | COM | 037833100 | $25.7K | 47,802 | 7.0% |
| Priceline COM Inc | COM NEW | 741503403 | $24.6K | 20,671 | 6.7% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $18.6K | 560,032 | 5.1% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $17.5K | 115,136 | 4.8% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $13.1K | 274,754 | 3.6% |
| Linkedin Corp | COM CL A | 53578A108 | $12.9K | 69,791 | 3.5% |
| Equinix Inc | COM NEW | 29444U502 | $12.6K | 68,144 | 3.4% |
| Yahoo Inc | COM | 984332106 | $12.1K | 335,711 | 3.3% |
| Digitalglobe Inc | COM NEW | 25389M877 | $10.4K | 360,159 | 2.8% |
| Time Warner Inc | COM NEW | 887317303 | $9.5K | 145,901 | 2.6% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $8.6K | 171,388 | 2.4% |
| Soufun Hldgs LTD | ADR | 836034108 | $8.6K | 125,026 | 2.3% |
| Facebook Inc(META) | CL A | 30303M102 | $8.3K | 137,832 | 2.3% |
| Directv | COM | 25490A309 | $6.4K | 83,430 | 1.7% |
| Endurance Intl Group Hldgs I(EIGIEUR) | COM | 29272B105 | $6.2K | 472,913 | 1.7% |
| Calamp Corp(CAMPEUR) | COM | 128126109 | $5.7K | 204,467 | 1.6% |
| Coupons COM Inc | COM | 22265J102 | $4.4K | 180,000 | 1.2% |
| Central European Media Entrp | CL A NEW | G20045202 | $4.0K | 1,343,869 | 1.1% |
| Restoration Hardware Hldgs I | COM | 761283100 | $3.5K | 47,652 | 1.0% |