| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LIFELOCK ORD | 150,000 | 1,314,000 | 1.06% | ||
| 2 | CABLE ONE INC | 3,500 | 1,468,000 | 1.19% | ||
| 3 | OOMA INC | 220,900 | 1,535,000 | 1.24% | ||
| 4 | SKY-MOBI LTD | 737,381 | 1,829,000 | 1.48% | ||
| 5 | WEBSITE PROS INC COM | 100,000 | 2,108,000 | 1.71% | ||
| 6 | GROUPON INC | 671,000 | 2,187,000 | 1.77% | ||
| 7 | YOUKU TUDOU INC | 158,136 | 2,788,000 | 2.26% | ||
| 8 | SHUTTERSTOCK INC COM | 96,000 | 2,903,000 | 2.35% | ||
| 9 | LIBERTY GLOBAL PLC | 91,000 | 3,116,000 | 2.52% | ||
| 10 | Mueller Industries Inc | 500,000 | 3,210,000 | 2.60% | ||
| 11 | KONGZHONG CORP SPONSO | 498,366 | 3,264,000 | 2.64% | ||
| 12 | T MOBILE US INC | 96,000 | 3,822,000 | 3.10% | ||
| 13 | ENDURANCE INTL GROUP HLDGS I | 300,000 | 4,008,000 | 3.25% | ||
| 14 | CAREER EDUCATION CRP | 1,121,832 | 4,218,000 | 3.42% | ||
| 15 | DICE HOLDINGS INC | 597,000 | 4,364,000 | 3.53% | ||
| 16 | CHANGYOU COM LTD | 294,517 | 5,242,000 | 4.25% | ||
| 17 | WAYFAIR INC | 170,729 | 5,986,000 | 4.85% | ||
| 18 | GRAY TELEVISION INC COM | 481,500 | 6,144,000 | 4.98% | ||
| 19 | * XUEDA ED GROUP SPONSORED ADR | 3,009,288 | 15,528,000 | 12.58% | ||
| 20 | ANGIES LIST INC | 4,679,830 | 23,586,000 | 19.11% | ||
| 21 | CENTRAL EUROPEAN MEDIA ENTRP CL A NEW | 11,497,050 | 24,834,000 | 20.12% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001315863-15-000938, filed 2015.11.16).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
