Q3 2016 Holdings
Filed 2016-11-14 | 10 holdings | $2.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zillow Group, Inc(Z) | CLC | 98954M200 | $877.9K | 25,337,117 | 38.6% |
| Zillow Group, Inc(ZG) | CLA | 98954M101 | $445.7K | 12,936,927 | 19.6% |
| Amaya, Inc | COM | 02314M108 | $354.2K | 21,864,007 | 15.6% |
| Grubhub, Inc | COM | 400110102 | $323.7K | 7,530,704 | 14.2% |
| Martin Marietta Materials, Inc(MLM) | COM | 573284106 | $109.0K | 608,424 | 4.8% |
| Vulcan Materials Co(VMC) | COM | 929160109 | $91.5K | 804,944 | 4.0% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $27.6K | 240,696 | 1.2% |
| Truecar, Inc(5TC) | COM | 89785L107 | $17.9K | 1,892,188 | 0.8% |
| 8x8, Inc(EGHT) | COM | 282914100 | $15.5K | 1,004,684 | 0.7% |
| Zhaopin LTD | ADR | 98954L103 | $10.3K | 683,698 | 0.5% |