Q3 2016 Holdings
Filed 2016-11-14 | 21 holdings | $183.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Angies List Inc | COM | 034754101 | $58.6K | 5,915,280 | 32.0% |
| Central European Media Entrp | CL A NEW | G20045202 | $41.2K | 17,854,923 | 22.5% |
| Tronc Inc | COM | 89703P107 | $9.0K | 532,708 | 4.9% |
| Lendingtree Inc New(TREE) | COM | 52603B107 | $5.4K | 56,000 | 3.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $4.9K | 50,000 | 2.7% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $4.7K | 81,500 | 2.6% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $4.7K | 102,000 | 2.6% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $4.7K | 48,000 | 2.6% |
| Groupon Inc | COM CL A | 399473107 | $4.6K | 893,000 | 2.5% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $4.6K | 61,000 | 2.5% |
| Time Warner Inc | COM NEW | 887317303 | $4.5K | 56,500 | 2.5% |
| Wayfair Inc(W) | CL A | 94419L101 | $4.4K | 111,000 | 2.4% |
| Blue Nile Inc | COM | 09578R103 | $4.1K | 120,386 | 2.3% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $4.1K | 35,000 | 2.2% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $4.0K | 85,000 | 2.2% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $3.8K | 145,000 | 2.1% |
| Interpublic Group COS Inc(IPG) | COM | 460690100 | $3.7K | 166,000 | 2.0% |
| Quotient Technology Inc(QUOTUSD) | COM | 749119103 | $3.6K | 269,714 | 2.0% |
| Scientific Games Corp(LNWO) | CL A | 80874P109 | $3.6K | 315,000 | 1.9% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $3.2K | 50,000 | 1.7% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $1.9K | 80,187 | 1.0% |