Q2 2013 Holdings
Filed 2013-08-14 | 23 holdings | $88.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| DEX Media Inc New | COM | 25213A107 | $7.4K | 422,649 | 8.4% |
| Vonage Hldgs Corp | COM | 92886T201 | $6.9K | 2,446,896 | 7.8% |
| Gray Television Inc(GTN) | COM | 389375106 | $6.2K | 855,000 | 6.9% |
| Responsys Inc | COM | 761248103 | $5.8K | 403,000 | 6.5% |
| Angies List Inc | COM | 034754101 | $5.7K | 214,729 | 6.4% |
| Cablevision SYS Corp(CVCEUR) | CL A NY CABLVS | 12686C109 | $5.5K | 325,000 | 6.2% |
| Nexstar Broadcasting Group I(NXST) | CL A | 65336K103 | $4.6K | 130,000 | 5.2% |
| Boyd Gaming Corp(BYD) | COM | 103304101 | $4.5K | 400,000 | 5.1% |
| Central European Media Entrp | CL A NEW | G20045202 | $4.1K | 1,243,387 | 4.6% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $4.0K | 150,000 | 4.5% |
| Jive Software Inc | COM | 47760A108 | $3.6K | 200,000 | 4.1% |
| Verint SYS Inc(VTY) | COM | 92343X100 | $3.5K | 100,000 | 4.0% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $3.5K | 120,000 | 4.0% |
| Rally Software DEV Corp | COM | 751198102 | $3.4K | 135,000 | 3.8% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $3.1K | 105,000 | 3.5% |
| Hemisphere Media Group Inc | CL A | 42365Q103 | $2.9K | 214,038 | 3.3% |
| Sohu COM Inc | COM | 83408W103 | $2.5K | 40,000 | 2.8% |
| Mcclatchy Co | CL A | 579489105 | $2.3K | 1,000,000 | 2.6% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $2.0K | 143,278 | 2.3% |
| Lightinthebox Hldg Co LTD | SPONSORED ADR | 53225G102 | $2.0K | 150,000 | 2.3% |
| Shfl Entmt Inc | COM | 78423R105 | $1.8K | 100,000 | 2.0% |
| Shanda Games LTD | SP ADR REPTG A | 81941U105 | $1.7K | 430,000 | 1.9% |
| Journal Communications Inc | CL A | 481130102 | $1.6K | 215,000 | 1.8% |