Q4 2018 Holdings
Filed 2019-02-14 | 36 holdings | $591.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $45.2K | 11,500,000 | 7.6% |
| CBS Corp NewCall | CL B | 124857202 | $43.7K | 1,000,000 | 7.4% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $36.6K | 200,000 | 6.2% |
| Facebook Inc(META) | CL A | 30303M102 | $36.2K | 276,000 | 6.1% |
| Papa Johns Intl Inc(PZZA)Call | COM | 698813102 | $35.8K | 900,000 | 6.1% |
| General Mtrs Co(GM)Call | COM | 37045V100 | $33.5K | 1,000,000 | 5.7% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $32.8K | 650,000 | 5.5% |
| Netflix Inc(NFLX) | COM | 64110L106 | $26.8K | 100,000 | 4.5% |
| Facebook Inc(META)Call | CL A | 30303M102 | $26.2K | 200,000 | 4.4% |
| Live Nation Entertainment in(LYV) | COM | 538034109 | $19.9K | 405,000 | 3.4% |
| Hortonworks Inc | COM | 440894103 | $19.5K | 1,350,000 | 3.3% |
| Etsy Inc(ETSY) | COM | 29786A106 | $19.0K | 400,000 | 3.2% |
| Etsy Inc(ETSY)Put | COM | 29786A106 | $19.0K | 400,000 | 3.2% |
| General Mtrs Co(GM) | COM | 37045V100 | $16.7K | 500,000 | 2.8% |
| Madison Square Garden Co New(MSGS) | CL A | 55825T103 | $14.7K | 55,000 | 2.5% |
| New York Times Co(NYT) | CL A | 650111107 | $14.7K | 660,000 | 2.5% |
| XPO Logistics Inc(XPO)Call | COM | 983793100 | $14.3K | 250,000 | 2.4% |
| Activision Blizzard Inc(ATVIEUR)Call | COM | 00507V109 | $14.0K | 300,000 | 2.4% |
| Home Depot Inc(HD)Put | COM | 437076102 | $13.7K | 80,000 | 2.3% |
| Urban Outfitters Inc(URBN)Put | COM | 917047102 | $11.6K | 350,000 | 2.0% |
| Ford MTR Co del(F)Put | COM PAR $0.01 | 345370860 | $11.5K | 1,500,000 | 1.9% |
| Sirius XM Hldgs Inc(SIRIEUR) | COM | 82968B103 | $11.4K | 2,000,000 | 1.9% |
| Zynga Inc(ZNGAEUR)Call | CL A | 98986T108 | $9.8K | 2,500,000 | 1.7% |
| Sleep Number Corp(SNBR)Put | COM | 83125X103 | $9.5K | 300,000 | 1.6% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $9.0K | 120,000 | 1.5% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $7.9K | 50,000 | 1.3% |
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $5.6K | 830,000 | 1.0% |
| Domo Inc(DOMO) | COM CL B | 257554105 | $5.0K | 255,000 | 0.8% |
| Pandora Media Inc | COM | 698354107 | $4.9K | 600,000 | 0.8% |
| Childrens PL Inc(PLCE)Put | COM | 168905107 | $4.5K | 50,000 | 0.8% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $4.3K | 100,000 | 0.7% |
| Signet Jewelers Limited(SIG)Put | SHS | G81276100 | $3.8K | 120,000 | 0.6% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $3.5K | 75,000 | 0.6% |
| CBS Corp New | CL B | 124857202 | $3.3K | 75,000 | 0.6% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $2.6K | 46,000 | 0.4% |
| Intelsat S A | COM | L5140P101 | $1.1K | 50,000 | 0.2% |