Q1 2014 Holdings
Filed 2014-05-15 | 37 holdings | $213.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| E House China Hldgs LTD | ADR | 26852W103 | $12.7K | 1,052,800 | 6.0% |
| Central European Media Entrp | CL A NEW | G20045202 | $12.1K | 4,057,787 | 5.7% |
| Career Education Corp(CECO1EUR) | COM | 141665109 | $11.2K | 1,496,500 | 5.2% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $9.6K | 353,378 | 4.5% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $9.3K | 243,000 | 4.4% |
| CBS Corp New | CL B | 124857202 | $9.1K | 148,000 | 4.3% |
| Viacom Inc New(VIAB) | CL B | 92553P201 | $9.0K | 106,300 | 4.2% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $9.0K | 60,000 | 4.2% |
| Angies List Inc | COM | 034754101 | $8.8K | 722,500 | 4.1% |
| Youku Tudou Inc | SPONSORED ADR | 98742U100 | $8.8K | 313,000 | 4.1% |
| Lamar Advertising Co | CL A | 512815101 | $7.7K | 150,000 | 3.6% |
| Netflix Inc(NFLX) | COM | 64110L106 | $7.0K | 20,000 | 3.3% |
| Boyd Gaming Corp(BYD) | COM | 103304101 | $6.9K | 520,000 | 3.2% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $6.7K | 70,000 | 3.1% |
| Rackspace Hosting Inc | COM | 750086100 | $6.6K | 200,000 | 3.1% |
| Barnes & Noble Inc | COM | 067774109 | $6.0K | 289,000 | 2.8% |
| Cablevision SYS Corp(CVCEUR) | CL A NY CABLVS | 12686C109 | $5.8K | 346,000 | 2.7% |
| Soufun Hldgs LTD | ADR | 836034108 | $5.8K | 84,800 | 2.7% |
| Millennial Media Inc | COM | 60040N105 | $5.7K | 825,000 | 2.7% |
| Yahoo Inc | COM | 984332106 | $5.4K | 150,000 | 2.5% |
| Vonage Hldgs Corp | COM | 92886T201 | $5.0K | 1,172,387 | 2.3% |
| Endurance Intl Group Hldgs I(EIGIEUR) | COM | 29272B105 | $5.0K | 383,480 | 2.3% |
| Qihoo 360 Technology Co LTD | ADS | 74734M109 | $4.5K | 45,000 | 2.1% |
| Rocket Fuel Inc | COM | 773111109 | $4.3K | 100,000 | 2.0% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $4.2K | 55,000 | 2.0% |
| Sina Corp | ORD | G81477104 | $4.0K | 66,400 | 1.9% |
| Gray Television Inc(GTN) | COM | 389375106 | $3.8K | 367,671 | 1.8% |
| Globestar Inc(GSATUSD) | COM | 378973408 | $3.7K | 1,410,000 | 1.8% |
| Servicesource Intl LLC | COM | 81763U100 | $3.7K | 440,000 | 1.7% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $3.7K | 100,000 | 1.7% |
| Xueda ED Group | SPONSORED ADR | 98418W109 | $1.9K | 353,500 | 0.9% |
| Everyday Health Inc | COM | 300415106 | $1.9K | 135,000 | 0.9% |
| Coupons COM Inc | COM | 22265J102 | $1.8K | 75,000 | 0.9% |
| Control4 Corp(CTRL) | COM | 21240D107 | $1.3K | 63,000 | 0.6% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $485 | 6,000 | 0.2% |
| Digimarc Corp New(DMRC) | COM | 25381B101 | $385 | 12,246 | 0.2% |
| Q2 Holdings Inc(QTWO) | COM | 74736L109 | $311 | 20,000 | 0.1% |