Q1 2016 Holdings
Filed 2016-05-16 | 23 holdings | $190.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Angies List Inc | COM | 034754101 | $47.7K | 5,915,280 | 25.0% |
| Central European Media Entrp | CL A NEW | G20045202 | $44.0K | 17,236,994 | 23.0% |
| Xueda ED Group | SPONSORED ADR | 98418W109 | $12.9K | 2,386,803 | 6.7% |
| CBS Corp New | CL B | 124857202 | $6.3K | 114,000 | 3.3% |
| Grubhub Inc | COM | 400110102 | $5.9K | 234,000 | 3.1% |
| Gray Television Inc(GTN) | COM | 389375106 | $5.6K | 474,000 | 2.9% |
| Royal Caribbean Cruises LTD(RCL) | COM | V7780T103 | $5.2K | 63,000 | 2.7% |
| MGM Resorts International(MGM) | COM | 552953101 | $5.1K | 237,000 | 2.7% |
| Melco Crown Entmt LTD(MLCO) | ADR | 585464100 | $5.1K | 307,000 | 2.7% |
| Netflix Inc(NFLX) | COM | 64110L106 | $5.0K | 48,500 | 2.6% |
| Time Warner Inc | COM NEW | 887317303 | $4.9K | 68,000 | 2.6% |
| Lendingtree Inc New(TREE) | COM | 52603B107 | $4.9K | 50,000 | 2.6% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $4.7K | 70,000 | 2.4% |
| Groupon Inc | COM CL A | 399473107 | $4.2K | 1,060,000 | 2.2% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $4.2K | 177,000 | 2.2% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $4.1K | 266,000 | 2.1% |
| Wayfair Inc(W) | CL A | 94419L101 | $4.0K | 92,000 | 2.1% |
| Dreamworks Animation SKG Inc | CL A | 26153C103 | $3.4K | 135,000 | 1.8% |
| Bankrate Inc del | COM | 06647F102 | $3.4K | 365,600 | 1.8% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $3.3K | 117,000 | 1.7% |
| Viacom Inc New(VIAB) | CL B | 92553P201 | $3.3K | 79,000 | 1.7% |
| Lendingclub Corp | COM | 52603A109 | $3.1K | 369,500 | 1.6% |
| Quotient Technology Inc(QUOTUSD) | COM | 749119103 | $1.1K | 104,597 | 0.6% |