Q4 2016 Holdings
Filed 2017-02-14 | 20 holdings | $301.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $44.9K | 387,542 | 14.9% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $33.7K | 323,629 | 11.2% |
| Dish Network Corp(DISH) | CL A | 25470M109 | $28.7K | 495,773 | 9.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $28.4K | 35,857 | 9.4% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $27.2K | 160,687 | 9.0% |
| Time Warner Inc | COM NEW | 887317303 | $21.1K | 218,416 | 7.0% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $20.3K | 178,927 | 6.7% |
| Royal Caribbean Cruises LTD(RCL) | COM | V7780T103 | $13.4K | 162,722 | 4.4% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $12.7K | 316,258 | 4.2% |
| Avis Budget Group(CAR) | COM | 053774105 | $11.8K | 322,246 | 3.9% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $11.3K | 68,581 | 3.7% |
| Ebay Inc(EBAY) | COM | 278642103 | $8.0K | 270,358 | 2.7% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $7.8K | 94,167 | 2.6% |
| Echostar Corp(SATS) | CL A | 278768106 | $6.8K | 133,130 | 2.3% |
| Viasat Inc(VSAT) | COM | 92552V100 | $6.7K | 100,640 | 2.2% |
| Host Hotels & Resorts Inc(HST) | COM | 44107P104 | $4.1K | 215,086 | 1.3% |
| Liberty Intractive Corp | QVC GP COM SER A | 53071M104 | $4.0K | 201,800 | 1.3% |
| Netflix Inc(NFLX) | COM | 64110L106 | $4.0K | 32,475 | 1.3% |
| Hyatt Hotels Corp(H) | COM CL A | 448579102 | $3.9K | 71,258 | 1.3% |
| Trivago N V | SPON ADS A SHS | 89686D105 | $2.9K | 250,163 | 1.0% |