| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EXPEDIA INC DEL | 293,305 | 37,006,000 | 15.47% | ||
| 2 | BROADCOM LTD | 140,911 | 30,854,000 | 12.89% | ||
| 3 | TAKE-TWO INTERACTIVE SOFTWAR | 505,417 | 29,956,000 | 12.52% | ||
| 4 | CROWN CASTLE INTL CORP NEW | 314,996 | 29,751,000 | 12.43% | ||
| 5 | ZAYO GROUP HOLDINGS | 815,773 | 26,839,000 | 11.22% | ||
| 6 | FACEBOOK INC | 174,292 | 24,758,000 | 10.35% | ||
| 7 | AMC ENTMT HLDGS INC | 661,229 | 20,796,000 | 8.69% | ||
| 8 | COGENT COMMUNICATIONS HLDGS IN COM NEW | 306,108 | 13,178,000 | 5.51% | ||
| 9 | GRUPO TELEVISA SA | 457,378 | 11,864,000 | 4.96% | ||
| 10 | MSG NETWORK INC | 428,541 | 10,006,000 | 4.18% | ||
| 11 | ENTRAVISION COMMUNICATIONS C | 690,000 | 4,278,000 | 1.79% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-001122, 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.
