| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ANGIES LIST INC | 5,915,280 | 55,308,000 | 27.86% | ||
| 2 | CENTRAL EUROPEAN MEDIA ENTRP CL A NEW | 16,453,467 | 44,260,000 | 22.29% | ||
| 3 | * XUEDA ED GROUP SPONSORED ADR | 2,845,106 | 15,364,000 | 7.74% | ||
| 4 | Wayfair Inc | 174,729 | 8,321,000 | 4.19% | ||
| 5 | BAIDU INC | 35,000 | 6,616,000 | 3.33% | ||
| 6 | AUTOHOME INC | 181,000 | 6,321,000 | 3.18% | ||
| 7 | MARKETO INC COM | 207,000 | 5,943,000 | 2.99% | ||
| 8 | BANKRATE INC DEL COM | 384,508 | 5,114,000 | 2.58% | ||
| 9 | BOYD GAMING CORP COM | 250,000 | 4,968,000 | 2.50% | ||
| 10 | SINA CORP | 99,000 | 4,891,000 | 2.46% | ||
| 11 | CBS CORP NEW | 102,000 | 4,807,000 | 2.42% | ||
| 12 | TIME WARNER INC | 74,000 | 4,786,000 | 2.41% | ||
| 13 | GRAY TELEVISION INC COM | 293,500 | 4,784,000 | 2.41% | ||
| 14 | LIBERTY GLOBAL PLC | 112,500 | 4,766,000 | 2.40% | ||
| 15 | LENDINGTREE INC NEW COM | 50,000 | 4,464,000 | 2.25% | ||
| 16 | BITAUTO HLDGS LIMITED SPONSORED ADS | 145,000 | 4,101,000 | 2.07% | ||
| 17 | Dice Holdings Inc | 352,000 | 3,228,000 | 1.63% | ||
| 18 | VIPSHOP HLDGS LTD | 200,000 | 3,054,000 | 1.54% | ||
| 19 | FANG HOLDINGS LTD | 400,000 | 2,956,000 | 1.49% | ||
| 20 | MATCH GROUP | 150,000 | 2,033,000 | 1.02% | ||
| 21 | TRUECAR INC | 130,000 | 1,240,000 | 0.62% | ||
| 22 | SKY-MOBI LTD | 356,534 | 827,000 | 0.42% | ||
| 23 | CAREER EDUCATION CRP | 103,157 | 374,000 | 0.19% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001315863-16-001216, filed 2016.02.16).
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.
