| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LIBERTY GLOBAL PLC | 646,596 | 24,286,000 | 12.02% | ||
| 2 | DISH NETWORK A | 507,551 | 23,479,000 | 11.62% | ||
| 3 | ZAYO GROUP HOLDINGS | 882,363 | 21,388,000 | 10.59% | ||
| 4 | LEVEL 3 COMM | 334,236 | 17,664,000 | 8.74% | ||
| 5 | SELECT SECTOR SPDR TR | 202,400 | 16,010,000 | 7.92% | Put | |
| 6 | FRONTIER COMM | 2,813,045 | 15,725,000 | 7.78% | ||
| 7 | INTERPUBLIC GROUP COS INC | 567,433 | 13,023,000 | 6.45% | ||
| 8 | SPRINT CORP | 3,039,369 | 10,577,000 | 5.24% | ||
| 9 | VMWARE A | 191,385 | 10,011,000 | 4.96% | ||
| 10 | Royal Gold Inc | 772,699 | 7,580,000 | 3.75% | ||
| 11 | TABLEAU SOFTWARE INC CL A | 134,654 | 6,177,000 | 3.06% | ||
| 12 | AMERICA MOVIL SAB DE CV ADR SPONSORED | 307,979 | 4,783,000 | 2.37% | ||
| 13 | TWITTER INC | 276,135 | 4,570,000 | 2.26% | ||
| 14 | Pandora Media Inc | 451,539 | 4,041,000 | 2.00% | ||
| 15 | EXPEDIA INC DEL | 33,477 | 3,609,000 | 1.79% | ||
| 16 | LIBERTY INTERACTIVE CORP LBT VENT COM A DELETED | 91,882 | 3,594,000 | 1.78% | ||
| 17 | VODAFONE GROUP PLC NEW | 110,520 | 3,542,000 | 1.75% | ||
| 18 | QUALCOMM INC | 57,501 | 2,941,000 | 1.46% | ||
| 19 | DYCOM INDS INC COM | 43,544 | 2,816,000 | 1.39% | ||
| 20 | BLACKBERRY LTD | 287,184 | 2,323,000 | 1.15% | ||
| 21 | Vaneck Vectors Gold | 102,400 | 2,045,000 | 1.01% | Put | |
| 22 | CommVault Systems Inc | 42,613 | 1,840,000 | 0.91% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003432, filed 2016.05.16).
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.
