| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FACEBOOK INC | 845,000 | 56,860,000 | 11.22% | ||
| 2 | NETFLIX INC | 108,000 | 47,585,000 | 9.39% | ||
| 3 | TRIPADVISOR INC | 390,000 | 42,377,000 | 8.36% | ||
| 4 | DISNEY WALT CO | 480,000 | 41,155,000 | 8.12% | ||
| 5 | MASTERCARD INCORPORATED | 540,000 | 39,674,000 | 7.83% | ||
| 6 | FLEETCOR TECH | 300,000 | 39,540,000 | 7.80% | ||
| 7 | ALEXANDERS INC | 93,443 | 34,524,000 | 6.81% | ||
| 8 | APPLE COMPUTER INC | 360,000 | 33,455,000 | 6.60% | ||
| 9 | Pandora Media Inc | 763,000 | 22,509,000 | 4.44% | ||
| 10 | JUMEI INTL HLDG LTD | 600,000 | 16,320,000 | 3.22% | ||
| 11 | COMCAST CORP NEW | 300,000 | 16,104,000 | 3.18% | ||
| 12 | EXAMWORKS GROUP INC | 450,000 | 14,279,000 | 2.82% | ||
| 13 | YAHOO INC | 360,000 | 12,647,000 | 2.49% | ||
| 14 | RESTORATION HARDWARE HLDGS I | 120,000 | 11,166,000 | 2.20% | ||
| 15 | COGENT COMMUNICATIONS HLDGS IN COM NEW | 300,000 | 10,365,000 | 2.04% | ||
| 16 | YELP INC | 120,000 | 9,202,000 | 1.82% | ||
| 17 | CROWN CASTLE INTL CORP | 120,000 | 8,911,000 | 1.76% | ||
| 18 | TIME WARNER INC NEW | 60,000 | 8,838,000 | 1.74% | ||
| 19 | CHENIERE ENERGY INC | 120,000 | 8,604,000 | 1.70% | ||
| 20 | RACKSPACE HOSTING INC | 203,000 | 6,833,000 | 1.35% | ||
| 21 | ADECOAGRO S A | 700,000 | 6,608,000 | 1.30% | ||
| 22 | DISH NETWORK A | 80,000 | 5,206,000 | 1.03% | ||
| 23 | SCHOLASTIC CORP COM | 130,625 | 4,453,000 | 0.88% | ||
| 24 | GRAY TELEVISION INC COM | 240,000 | 3,151,000 | 0.62% | ||
| 25 | Outerwall, Inc. | 762 | 2,620,000 | 0.52% | Put | |
| 26 | YPF SOCIEDAD ANONIMA SPON ADR CL D | 75,000 | 2,451,000 | 0.48% | ||
| 27 | ZULILY INC | 300 | 816,000 | 0.16% | Put | |
| 28 | 21VIANET GROUP INC | 18,100 | 542,000 | 0.11% | ||
| 29 | TWITTER INC | 170 | 139,000 | 0.03% | Put |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001441843-14-000007, filed 2014.08.14).
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.
