Q4 2014 Holdings
Filed 2015-02-17 | 28 holdings | $158.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Career Education Corp(CECO1EUR) | COM | 141665109 | $18.6K | 2,678,500 | 11.8% |
| Central European Media Entrp | CL A NEW | G20045202 | $18.0K | 5,622,287 | 11.4% |
| Globant S A(GLOB) | COM | L44385109 | $10.5K | 671,973 | 6.6% |
| Groupon Inc | COM CL A | 399473107 | $8.3K | 1,000,000 | 5.2% |
| HSN Inc | COM | 404303109 | $6.8K | 90,000 | 4.3% |
| Endurance Intl Group Hldgs I(EIGIEUR) | COM | 29272B105 | $6.5K | 350,000 | 4.1% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $5.5K | 213,203 | 3.5% |
| CBS Corp New(CBS/AEUR) | CL A | 124857103 | $5.5K | 100,000 | 3.5% |
| Scientific Games Corp(LNWO) | CL A | 80874P109 | $5.4K | 423,223 | 3.4% |
| Viacom Inc New(VIAB) | CL B | 92553P201 | $5.3K | 70,000 | 3.3% |
| Marketo Inc | COM | 57063L107 | $5.2K | 160,000 | 3.3% |
| Trulia Inc | COM | 897888103 | $5.1K | 111,000 | 3.2% |
| Gray Television Inc(GTN) | COM | 389375106 | $5.0K | 445,000 | 3.2% |
| Digitalglobe Inc | COM NEW | 25389M877 | $5.0K | 160,000 | 3.1% |
| Elong Inc | SPONSORED ADR | 290138205 | $4.7K | 262,899 | 3.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $4.7K | 97,000 | 3.0% |
| Angies List Inc | COM | 034754101 | $4.4K | 698,658 | 2.8% |
| Diamond Resorts Intl Inc | COM | 25272T104 | $4.2K | 150,000 | 2.6% |
| Sohu COM Inc | COM | 83408W103 | $4.1K | 77,500 | 2.6% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $4.0K | 205,100 | 2.5% |
| Coupons COM Inc | COM | 22265J102 | $3.9K | 220,000 | 2.5% |
| Qunar Cayman IS LTD | SPNS ADR CL B | 74906P104 | $3.6K | 125,000 | 2.2% |
| Everyday Health Inc | COM | 300415106 | $3.2K | 215,000 | 2.0% |
| Hortonworks Inc | COM | 440894103 | $3.1K | 114,000 | 1.9% |
| Dice Hldgs Inc | COM | 253017107 | $3.0K | 300,000 | 1.9% |
| Digimarc Corp New(DMRC) | COM | 25381B101 | $1.7K | 64,246 | 1.1% |
| ITT Educational Services Inc(ESINQ) | COM | 45068B109 | $1.6K | 170,601 | 1.0% |
| Xueda ED Group | SPONSORED ADR | 98418W109 | $1.1K | 459,848 | 0.7% |