Q1 2017 Holdings
Filed 2017-05-15 | 23 holdings | $8.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $5.1M | 15,500 | 57.7% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $3.6M | 33,000 | 40.4% |
| Central European Media Entrp | CL A NEW | G20045202 | $56.2K | 18,137,023 | 0.6% |
| Angies List Inc | COM | 034754101 | $33.7K | 5,915,280 | 0.4% |
| Netflix Inc(NFLX) | COM | 64110L106 | $6.9K | 46,500 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $6.2K | 55,000 | 0.1% |
| Gray Television Inc(GTN) | COM | 389375106 | $5.0K | 347,500 | 0.1% |
| Sprint Corp | COM SER 1 | 85207U105 | $4.6K | 529,000 | 0.1% |
| Netease Inc(NTES) | SPONSORED ADR | 64110W102 | $4.5K | 16,000 | 0.1% |
| MGM Resorts International(MGM) | COM | 552953101 | $4.5K | 164,000 | 0.1% |
| Wayfair Inc(W) | CL A | 94419L101 | $4.0K | 98,000 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $3.8K | 59,000 | 0.0% |
| Interpublic Group COS Inc(IPG) | COM | 460690100 | $3.8K | 155,000 | 0.0% |
| Interxion Holding N.v | SHS | N47279109 | $3.8K | 96,000 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $3.7K | 74,000 | 0.0% |
| Momo Inc | ADR | 60879B107 | $3.6K | 106,000 | 0.0% |
| Lendingtree Inc New(TREE) | COM | 52603B107 | $3.6K | 28,500 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $3.6K | 83,000 | 0.0% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $3.5K | 230,000 | 0.0% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $3.4K | 48,000 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $3.3K | 152,000 | 0.0% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $3.2K | 70,000 | 0.0% |
| Career Education Corp(CECO1EUR) | COM | 141665109 | $3.1K | 355,000 | 0.0% |