| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SHUTTERFLY INC | 840,000 | 37,498,000 | 18.53% | ||
| 2 | GRUBHUB INC | 635,000 | 27,299,000 | 13.49% | ||
| 3 | DARLING INGREDIENTS INC | 1,040,000 | 14,050,000 | 6.94% | ||
| 4 | PAYPAL HLDGS INC | 260,000 | 10,652,000 | 5.26% | ||
| 5 | KAR AUCTION SVCS INC | 202,500 | 8,740,000 | 4.32% | ||
| 6 | EBAY INC | 230,000 | 7,567,000 | 3.74% | ||
| 7 | INTERXION HOLDING N.V | 205,000 | 7,425,000 | 3.67% | ||
| 8 | J ALEXANDERS HLDGS INCORPORATED | 720,000 | 7,294,000 | 3.61% | ||
| 9 | MUELLER WTR PRODUCTS INCORPORATED COM SER A | 570,000 | 7,154,000 | 3.54% | ||
| 10 | DOLLAR GEN CORP NEW | 100,000 | 6,999,000 | 3.46% | ||
| 11 | LIBERTY TRIPADVISOR HLDGS INC COM SER A | 315,000 | 6,883,000 | 3.40% | ||
| 12 | SEAWORLD ENTERTAINMENT INCORPORATED | 490,000 | 6,605,000 | 3.26% | ||
| 13 | SPEEDWAY MOTORSPORTS INC | 350,000 | 6,251,000 | 3.09% | ||
| 14 | CHIPOTLE MEXICAN GRILL INC | 14,500 | 6,141,000 | 3.04% | ||
| 15 | LIBERTY INTERACTIVE CORP | 290,000 | 5,803,000 | 2.87% | ||
| 16 | FIDELITY NATIONAL FINANCIAL IN FNFV GROUP COM | 460,000 | 5,741,000 | 2.84% | ||
| 17 | World Wrestling Entertainment Inc | 215,000 | 4,580,000 | 2.26% | ||
| 18 | SONIC AUTOMOTIVE INC CL A | 240,000 | 4,512,000 | 2.23% | ||
| 19 | FACEBOOK INC | 25,000 | 3,207,000 | 1.59% | ||
| 20 | BLACKHAWK NETWORK HLDGS INC | 95,000 | 2,866,000 | 1.42% | ||
| 21 | Noodles & Co Com | 600,000 | 2,856,000 | 1.41% | ||
| 22 | US FOODS HLDG CORP | 110,000 | 2,597,000 | 1.28% | ||
| 23 | ALPHABET INC | 2,800 | 2,251,000 | 1.11% | ||
| 24 | ON DECK CAP INC | 350,000 | 1,995,000 | 0.99% | ||
| 25 | Liberty Interactive Corp A | 50,000 | 1,994,000 | 0.99% | ||
| 26 | ALPHABET INC | 2,300 | 1,788,000 | 0.88% | ||
| 27 | TRIPADVISOR INC | 25,000 | 1,580,000 | 0.78% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-16-016274, 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.
