Q4 2015 Holdings
Filed 2016-02-16 | 23 holdings | $3.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| DHI Group Inc(DHX) | COM | 23331S100 | $3.2M | 352,000 | 94.3% |
| Angies List Inc | COM | 034754101 | $55.3K | 5,915,280 | 1.6% |
| Central European Media Entrp | CL A NEW | G20045202 | $44.3K | 16,453,467 | 1.3% |
| Xueda ED Group | SPONSORED ADR | 98418W109 | $15.4K | 2,845,106 | 0.4% |
| Wayfair Inc(W) | CL A | 94419L101 | $8.3K | 174,729 | 0.2% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $6.6K | 35,000 | 0.2% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $6.3K | 181,000 | 0.2% |
| Marketo Inc | COM | 57063L107 | $5.9K | 207,000 | 0.2% |
| Bankrate Inc del | COM | 06647F102 | $5.1K | 384,508 | 0.1% |
| Boyd Gaming Corp(BYD) | COM | 103304101 | $5.0K | 250,000 | 0.1% |
| Sina Corp | ORD | G81477104 | $4.9K | 99,000 | 0.1% |
| CBS Corp New | CL B | 124857202 | $4.8K | 102,000 | 0.1% |
| Time Warner Inc | COM NEW | 887317303 | $4.8K | 74,000 | 0.1% |
| Gray Television Inc(GTN) | COM | 389375106 | $4.8K | 293,500 | 0.1% |
| Liberty Global PLC | SHS CL A | G5480U104 | $4.8K | 112,500 | 0.1% |
| Lendingtree Inc New(TREE) | COM | 52603B107 | $4.5K | 50,000 | 0.1% |
| Bitauto Hldgs LTD(2663134D) | SPONSORED ADS | 091727107 | $4.1K | 145,000 | 0.1% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $3.1K | 200,000 | 0.1% |
| Soufun Hldgs LTD | ADR | 836034108 | $3.0K | 400,000 | 0.1% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $2.0K | 150,000 | 0.1% |
| Truecar Inc(5TC) | COM | 89785L107 | $1.2K | 130,000 | 0.0% |
| Sky-Mobi LTD | SPONSORED ADS | 83084G109 | $827 | 356,534 | 0.0% |
| Career Education Corp(CECO1EUR) | COM | 141665109 | $374 | 103,157 | 0.0% |