| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LIONS GATE ENTMNT CORP CL B NON VTG | 15,000 | 366,000 | 0.27% | ||
| 2 | T MOBILE US INC | 11,000 | 710,000 | 0.53% | ||
| 3 | IAC INTERACTIVECORP | 10,000 | 737,000 | 0.55% | ||
| 4 | ACTIVISION BLIZZARD INC | 50,000 | 2,493,000 | 1.86% | ||
| 5 | PALO ALTO NETWORKS INC | 25,000 | 2,817,000 | 2.10% | ||
| 6 | ALPHABET INC | 5,000 | 4,148,000 | 3.10% | ||
| 7 | CBS CORP NEW | 60,000 | 4,162,000 | 3.11% | ||
| 8 | ZAYO GROUP HOLDINGS | 330,000 | 10,857,000 | 8.10% | ||
| 9 | New Relic Inc | 300,000 | 11,121,000 | 8.30% | ||
| 10 | SPLUNK INC | 185,000 | 11,524,000 | 8.60% | ||
| 11 | SERVICENOW INC | 140,000 | 12,246,000 | 9.14% | ||
| 12 | CHARTER COMMUNICATIONS INC N | 50,000 | 16,366,000 | 12.22% | ||
| 13 | VAIL RESORTS INC | 95,000 | 18,231,000 | 13.61% | ||
| 14 | LIBERTY GLOBAL PLC | 540,000 | 18,922,000 | 14.13% | ||
| 15 | SBA COMMUNICATIONS CORP NEW | 160,000 | 19,259,000 | 14.38% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000903423-17-000353, filed 2017.05.15).
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.
