| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRAY TELEVISION INC COM | 812,322 | 11,779,000 | 3.51% | ||
| 2 | T MOBILE US INC | 229,300 | 14,810,000 | 4.41% | ||
| 3 | PRICELINE GRP INC | 8,692 | 15,471,000 | 4.61% | ||
| 4 | IMAX CORP | 562,100 | 19,111,000 | 5.69% | ||
| 5 | STAMPS COM INC COM NEW | 179,299 | 21,220,000 | 6.32% | ||
| 6 | YELP INC | 749,219 | 24,537,000 | 7.31% | ||
| 7 | TAL ED GROUP | 231,438 | 24,664,000 | 7.35% | ||
| 8 | INTERXION HOLDING N.V | 625,742 | 24,754,000 | 7.37% | ||
| 9 | ELLIE MAE INCORPORATED | 302,341 | 30,316,000 | 9.03% | ||
| 10 | NEXSTAR MEDIA GROUP INC | 484,567 | 33,992,000 | 10.12% | ||
| 11 | SINCLAIR BROADCAST GROUP INC | 840,037 | 34,021,000 | 10.13% | ||
| 12 | LENDINGCLUB CORP | 6,353,223 | 34,879,000 | 10.39% | ||
| 13 | ALIBABA GROUP HLDG LTD | 428,240 | 46,177,000 | 13.75% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-001345, 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.
