Q1 2018 Holdings
Filed 2018-05-14 | 29 holdings | $841.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Scientific Games Corp(LNWO) | COM | 80874P109 | $143.2K | 3,441,525 | 17.0% |
| Scientific Games Corp(LNWO)Call | COM | 80874P109 | $124.2K | 2,986,500 | 14.8% |
| Shutterfly Inc(SFLY) | COM | 82568P304 | $122.1K | 1,503,037 | 14.5% |
| Yelp Inc(YELP) | CL A | 985817105 | $119.6K | 2,865,232 | 14.2% |
| Liberty Media Corp Delaware(BATRKUSD) | COM C BRAVES GRP | 531229888 | $45.3K | 1,985,435 | 5.4% |
| Snap Inc(SNAP) | CL A | 83304A106 | $44.5K | 2,805,000 | 5.3% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $43.1K | 1,092,739 | 5.1% |
| Truecar Inc(5TC) | COM | 89785L107 | $38.1K | 4,024,653 | 4.5% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $35.5K | 2,135,000 | 4.2% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $35.0K | 913,612 | 4.2% |
| Altaba Inc(AABAUSD) | COM | 021346101 | $34.1K | 461,019 | 4.1% |
| Pandora Media Inc | COM | 698354107 | $21.9K | 4,356,175 | 2.6% |
| New York Times Co(NYT) | CL A | 650111107 | $18.6K | 773,583 | 2.2% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $14.5K | 500,000 | 1.7% |
| Xunlei LTD(XNET) | SPONSORED ADR | 98419E108 | $1.7K | 163,900 | 0.2% |