Q2 2014 Holdings
Filed 2014-08-14 | 34 holdings | $506.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook Inc(META) | CL A | 30303M102 | $56.9K | 845,000 | 11.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $47.6K | 108,000 | 9.4% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $42.4K | 390,000 | 8.4% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $41.2K | 480,000 | 8.1% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $39.7K | 540,000 | 7.8% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $39.5K | 300,000 | 7.8% |
| Alexanders Inc | COM | 14752109 | $34.5K | 93,443 | 6.8% |
| Apple Inc | COM | 37833100 | $33.5K | 360,000 | 6.6% |
| Pandora Media Inc | COM | 698354107 | $22.5K | 763,000 | 4.4% |
| Jumei Intl Hldg LTD | SPONSORED ADR | 48138L107 | $16.3K | 600,000 | 3.2% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $16.1K | 300,000 | 3.2% |
| Examworks Group Inc | COM | 30066A105 | $14.3K | 450,000 | 2.8% |
| Yahoo Inc | COM | 984332106 | $12.6K | 360,000 | 2.5% |
| Restoration Hardware Hldgs I | COM | 761283100 | $11.2K | 120,000 | 2.2% |
| Cogent Communications Hldgs(CCOI) | COM NEW | 19239V302 | $10.4K | 300,000 | 2.0% |
| Yelp Inc(YELP) | CL A | 985817105 | $9.2K | 120,000 | 1.8% |
| Crown Castle Intl Corp | COM | 228227104 | $8.9K | 120,000 | 1.8% |
| Time Warner Cable Inc | COM | 88732J207 | $8.8K | 60,000 | 1.7% |
| Cheniere Energy Inc(LNG) | COM NEW | 16411R208 | $8.6K | 120,000 | 1.7% |
| Rackspace Hosting Inc | COM | 750086100 | $6.8K | 203,000 | 1.3% |
| Adecoagro S A(AGRO) | COM | L00849106 | $6.6K | 700,000 | 1.3% |
| Dish Network Corp(DISH) | CL A | 25470M109 | $5.2K | 80,000 | 1.0% |
| Scholastic Corp(SCHL) | COM | 807066105 | $4.5K | 130,625 | 0.9% |
| Gray Television(GTN) | COM | 389375106 | $3.2K | 240,000 | 0.6% |
| Outerwall IncPut | PUT | 690070957 | $2.6K | 762 | 0.5% |
| YPF Sociedad Anonima(YPF) | SPON ADR CL D | 984245100 | $2.5K | 75,000 | 0.5% |
| Zulily IncPut | PUT | 989774954 | $816 | 300 | 0.2% |
| 21Vianet Group Inc(VNET) | SPONSORED ADR | 90138A103 | $542 | 18,100 | 0.1% |
| Twitter IncPut | PUT | 90184L952 | $139 | 170 | 0.0% |