Q3 2013 Holdings
Filed 2013-10-25 | 38 holdings | $164.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Responsys Inc | COM | 761248103 | $8.4K | 509,000 | 5.1% |
| Sohu COM Inc | COM | 83408W103 | $7.9K | 100,000 | 4.8% |
| Boyd Gaming Corp(BYD) | COM | 103304101 | $7.1K | 500,000 | 4.3% |
| Central European Media Entrp | CL A NEW | G20045202 | $6.6K | 1,250,687 | 4.0% |
| Yahoo Inc | COM | 984332106 | $6.5K | 195,000 | 3.9% |
| Soufun Hldgs LTD | ADR | 836034108 | $6.4K | 124,000 | 3.9% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $5.8K | 100,000 | 3.5% |
| Nexstar Broadcasting Group I(NXST) | CL A | 65336K103 | $5.8K | 130,000 | 3.5% |
| Diamond Resorts Intl Inc | COM | 25272T104 | $5.6K | 296,384 | 3.4% |
| Cablevision SYS Corp(CVCEUR) | CL A NY CABLVS | 12686C109 | $5.5K | 325,000 | 3.3% |
| Groupon Inc | COM CL A | 399473107 | $5.0K | 450,000 | 3.1% |
| Gray Television Inc(GTN) | COM | 389375106 | $4.9K | 625,000 | 3.0% |
| Melco Crown Entmt LTD(MLCO) | ADR | 585464100 | $4.8K | 150,000 | 2.9% |
| Apple Inc(AAPL) | COM | 037833100 | $4.8K | 10,000 | 2.9% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $4.7K | 100,000 | 2.8% |
| Verint SYS Inc(VTY) | COM | 92343X100 | $4.6K | 125,000 | 2.8% |
| Viacom Inc New(VIAB) | CL B | 92553P201 | $4.6K | 55,000 | 2.8% |
| Taser Intl Inc | COM | 87651B104 | $4.5K | 300,000 | 2.7% |
| LIN Media LLC | CL A COM | 532771102 | $4.3K | 214,293 | 2.6% |
| Angies List Inc | COM | 034754101 | $4.3K | 190,000 | 2.6% |
| Rackspace Hosting Inc | COM | 750086100 | $4.2K | 80,000 | 2.6% |
| MGM Resorts International(MGM) | COM | 552953101 | $4.1K | 200,000 | 2.5% |
| Sina Corp | ORD | G81477104 | $4.1K | 50,000 | 2.5% |
| E House China Hldgs LTD | ADR | 26852W103 | $3.8K | 415,000 | 2.3% |
| Lamar Advertising Co | CL A | 512815101 | $3.5K | 75,000 | 2.1% |
| Lions Gate Entmnt Corp | COM NEW | 535919203 | $3.5K | 100,000 | 2.1% |
| Vonage Hldgs Corp | COM | 92886T201 | $3.4K | 1,071,896 | 2.0% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $3.3K | 50,000 | 2.0% |
| Sapient Corp | COM | 803062108 | $3.1K | 200,000 | 1.9% |
| Rally Software DEV Corp | COM | 751198102 | $3.0K | 100,000 | 1.8% |
| DEX Media Inc New | COM | 25213A107 | $2.8K | 344,697 | 1.7% |
| United States Cellular Corp(AD) | COM | 911684108 | $2.7K | 60,000 | 1.7% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $2.1K | 143,178 | 1.3% |
| Bankrate Inc del | COM | 06647F102 | $2.1K | 100,000 | 1.2% |
| Career Education Corp(CECO1EUR) | COM | 141665109 | $2.0K | 710,000 | 1.2% |
| Hemisphere Media Group Inc | CL A | 42365Q103 | $1.9K | 157,776 | 1.1% |
| Move Inc | COM NEW | 62458M207 | $1.7K | 100,000 | 1.0% |
| Telephone & Data SYS Inc(TDS) | COM NEW | 879433829 | $1.5K | 50,000 | 0.9% |