Q1 2015 Holdings
Filed 2015-05-15 | 31 holdings | $152.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Central European Media Entrp | CL A NEW | G20045202 | $16.3K | 6,125,287 | 10.7% |
| Endurance Intl Group Hldgs I(EIGIEUR) | COM | 29272B105 | $9.9K | 518,066 | 6.5% |
| Gray Television Inc(GTN) | COM | 389375106 | $8.4K | 610,000 | 5.5% |
| Qunar Cayman IS LTD | SPNS ADR CL B | 74906P104 | $6.8K | 165,000 | 4.5% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $6.7K | 152,500 | 4.4% |
| Changyou COM LTD | ADS REP CL A | 15911M107 | $6.5K | 252,027 | 4.3% |
| Angies List Inc | COM | 034754101 | $6.1K | 1,043,998 | 4.0% |
| Career Education Corp(CECO1EUR) | COM | 141665109 | $5.8K | 1,150,942 | 3.8% |
| Viacom Inc New(VIAB) | CL B | 92553P201 | $5.6K | 82,000 | 3.7% |
| WEB COM Group Inc | COM | 94733A104 | $5.2K | 276,679 | 3.4% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $5.2K | 164,000 | 3.4% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $5.1K | 171,600 | 3.3% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $4.8K | 96,500 | 3.2% |
| Qiwi PLC | SPON ADR REP B | 74735M108 | $4.8K | 200,000 | 3.1% |
| Vimpelcom LTD | SPONSORED ADR | 92719A106 | $4.7K | 899,000 | 3.1% |
| Elong Inc | SPONSORED ADR | 290138205 | $4.7K | 272,899 | 3.1% |
| Time Warner Inc | COM NEW | 887317303 | $4.6K | 55,000 | 3.0% |
| Marketo Inc | COM | 57063L107 | $4.5K | 176,200 | 3.0% |
| CBS Corp New | CL B | 124857202 | $4.5K | 73,500 | 2.9% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $4.2K | 184,500 | 2.7% |
| Xueda ED Group | SPONSORED ADR | 98418W109 | $3.9K | 1,452,774 | 2.6% |
| Nexstar Broadcasting Group I(NXST) | CL A | 65336K103 | $3.7K | 65,500 | 2.5% |
| Enova Intl Inc(ENVA) | COM | 29357K103 | $3.7K | 188,735 | 2.4% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $3.1K | 25,000 | 2.1% |
| Leju Hldgs LTD | SPONSORED ADS | 50187J108 | $2.9K | 368,000 | 1.9% |
| ITT Educational Services Inc(ESINQ) | COM | 45068B109 | $2.5K | 361,435 | 1.6% |
| Scientific Games Corp(LNWO) | CL A | 80874P109 | $2.0K | 187,323 | 1.3% |
| Strayer ED Inc | COM | 863236105 | $1.9K | 35,177 | 1.2% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $1.8K | 81,702 | 1.2% |
| Digimarc Corp New(DMRC) | COM | 25381B101 | $1.4K | 64,246 | 0.9% |
| E House China Hldgs LTD | ADR | 26852W103 | $1.3K | 232,803 | 0.8% |