| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ANGIES LIST INC | 5,915,280 | 58,620,000 | 32.00% | ||
| 2 | CENTRAL EUROPEAN MEDIA ENTRP CL A NEW | 17,854,923 | 41,245,000 | 22.52% | ||
| 3 | TRONC INC COM | 532,708 | 8,992,000 | 4.91% | ||
| 4 | LENDINGTREE INC NEW COM | 56,000 | 5,427,000 | 2.96% | ||
| 5 | NETFLIX INC | 50,000 | 4,928,000 | 2.69% | ||
| 6 | LAS VEGAS SANDS CORP | 81,500 | 4,690,000 | 2.56% | ||
| 7 | CORNERSTONE ONDEMAND INC | 102,000 | 4,687,000 | 2.56% | ||
| 8 | WYNN RESORTS LTD | 48,000 | 4,676,000 | 2.55% | ||
| 9 | GROUPON INC | 893,000 | 4,599,000 | 2.51% | ||
| 10 | PROOFPOINT INC | 61,000 | 4,566,000 | 2.49% | ||
| 11 | TIME WARNER INC | 56,500 | 4,498,000 | 2.46% | ||
| 12 | Wayfair Inc | 111,000 | 4,370,000 | 2.39% | ||
| 13 | BLUE NILE INC COM | 120,386 | 4,144,000 | 2.26% | ||
| 14 | EXPEDIA INC DEL | 35,000 | 4,085,000 | 2.23% | ||
| 15 | CTRIP COM INTL LTD | 85,000 | 3,958,000 | 2.16% | ||
| 16 | JD COM INC ADR | 145,000 | 3,783,000 | 2.07% | ||
| 17 | INTERPUBLIC GROUP COS INC | 166,000 | 3,710,000 | 2.03% | ||
| 18 | QUOTIENT TECHNOLOGY INC COM | 269,714 | 3,590,000 | 1.96% | ||
| 19 | LIGHT & WONDER INC COM | 315,000 | 3,550,000 | 1.94% | ||
| 20 | TRIPADVISOR INC | 50,000 | 3,159,000 | 1.72% | ||
| 21 | MAKEMYTRIP LIMITED MAURITIUS | 80,187 | 1,892,000 | 1.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001315863-16-001916, filed 2016.11.14).
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.
