| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ANGIES LIST INC | 5,915,280 | 48,683,000 | 26.71% | ||
| 2 | CENTRAL EUROPEAN MEDIA ENTRP CL A NEW | 18,137,023 | 46,249,000 | 25.38% | ||
| 3 | SCRIPPS NETWORKS INTERACT IN | 143,000 | 10,206,000 | 5.60% | ||
| 4 | Pandora Media Inc | 451,000 | 5,881,000 | 3.23% | ||
| 5 | LENDINGTREE INC NEW COM | 56,300 | 5,706,000 | 3.13% | ||
| 6 | TWITTER INC | 257,000 | 4,189,000 | 2.30% | ||
| 7 | SHUTTERFLY INC | 80,000 | 4,014,000 | 2.20% | ||
| 8 | ASPEN TECHNOLOGY INC | 70,000 | 3,828,000 | 2.10% | ||
| 9 | YANDEX N V | 186,000 | 3,744,000 | 2.05% | ||
| 10 | BOYD GAMING CORP COM | 183,000 | 3,691,000 | 2.03% | ||
| 11 | INTERPUBLIC GROUP COS INC | 155,000 | 3,629,000 | 1.99% | ||
| 12 | QUOTIENT TECHNOLOGY INC COM | 335,000 | 3,601,000 | 1.98% | ||
| 13 | CAREER EDUCATION CRP | 355,000 | 3,582,000 | 1.97% | ||
| 14 | MGM RESORTS INTERNATIONAL | 123,000 | 3,546,000 | 1.95% | ||
| 15 | YELP INC | 92,000 | 3,508,000 | 1.92% | ||
| 16 | DISCOVERY COMMUNICATNS NEW | 128,000 | 3,508,000 | 1.92% | ||
| 17 | ACTIVISION BLIZZARD INC | 97,000 | 3,503,000 | 1.92% | ||
| 18 | LIBERTY GLOBAL PLC | 114,000 | 3,487,000 | 1.91% | ||
| 19 | FACEBOOK INC | 30,000 | 3,452,000 | 1.89% | ||
| 20 | AMAZON COM INC | 4,500 | 3,374,000 | 1.85% | ||
| 21 | DISH NETWORK A | 43,500 | 2,520,000 | 1.38% | ||
| 22 | Wayfair Inc | 67,000 | 2,348,000 | 1.29% | ||
| 23 | SHUTTERSTOCK INC COM | 49,000 | 2,328,000 | 1.28% | ||
| 24 | T-MOBILE | 40,000 | 2,300,000 | 1.26% | ||
| 25 | GROUPON INC | 417,000 | 1,384,000 | 0.76% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001315863-17-000147, filed 2017.02.14).
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.
