| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ANGIES LIST INC | 5,915,280 | 38,508,000 | 23.09% | ||
| 2 | CENTRAL EUROPEAN MEDIA ENTRP CL A NEW | 17,854,923 | 37,674,000 | 22.59% | ||
| 3 | TRONC INC COM | 491,489 | 6,783,000 | 4.07% | ||
| 4 | PROOFPOINT INC | 94,500 | 5,962,000 | 3.57% | ||
| 5 | GRUBHUB INC | 179,000 | 5,562,000 | 3.33% | ||
| 6 | LENDINGTREE INC NEW COM | 59,000 | 5,211,000 | 3.12% | ||
| 7 | MARKETO INC COM | 148,000 | 5,153,000 | 3.09% | ||
| 8 | GUIDEWIRE SOFTWARE INC | 78,000 | 4,817,000 | 2.89% | ||
| 9 | INTERXION HOLDING N.V | 128,000 | 4,721,000 | 2.83% | ||
| 10 | ZILLOW GROUP | 127,000 | 4,608,000 | 2.76% | ||
| 11 | NETFLIX INC | 50,000 | 4,574,000 | 2.74% | ||
| 12 | TABLEAU SOFTWARE INC CL A | 93,000 | 4,550,000 | 2.73% | ||
| 13 | CORNERSTONE ONDEMAND INC | 119,000 | 4,529,000 | 2.72% | ||
| 14 | IAC INTERACTIVECORP | 78,000 | 4,391,000 | 2.63% | ||
| 15 | WYNN RESORTS LTD | 48,000 | 4,351,000 | 2.61% | ||
| 16 | MGM RESORTS INTERNATIONAL | 192,000 | 4,345,000 | 2.60% | ||
| 17 | YANDEX N V | 197,713 | 4,320,000 | 2.59% | ||
| 18 | GRAY TELEVISION INC COM | 388,000 | 4,210,000 | 2.52% | ||
| 19 | ZENDESK INC | 147,000 | 3,878,000 | 2.32% | ||
| 20 | INTERPUBLIC GROUP COS INC | 166,000 | 3,835,000 | 2.30% | ||
| 21 | Callidus Software Inc | 150,000 | 2,997,000 | 1.80% | ||
| 22 | MDC PARTNERS INC | 100,000 | 1,829,000 | 1.10% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001315863-16-001723, filed 2016.08.15).
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.
