|
Q4 2023
|
9 |
134,039 |
DKNG, FIVN, OSTK, WMG
|
13F-HR
|
2/14/2024 |
000108514624001289 |
|
Q3 2023
|
8 |
103,429 |
ZTO, META, FIVN, BILL
|
13F-HR
|
11/14/2023 |
000108514623004330 |
|
Q2 2023
|
8 |
86,317 |
ZTO, FIVN, MELI, META
|
13F-HR
|
8/14/2023 |
000108514623003319 |
|
Q1 2023
|
8 |
112,374 |
ZTO, CAR, FIVN, AYX
|
13F-HR
|
5/15/2023 |
000108514623002345 |
|
Q4 2022
|
7 |
67,431 |
ZTO, CAR, PINS, FIVN
|
13F-HR
|
2/14/2023 |
000108514623001163 |
|
Q3 2022
|
8 |
102,466 |
ZTO, FIVN, CAR, NXST
|
13F-HR
|
11/14/2022 |
000108514622003985 |
|
Q2 2022
|
9 |
99,962 |
ZTO, FIVN, NXST, SMAR
|
13F-HR
|
8/15/2022 |
000108514622003046 |
|
Q1 2022
|
7 |
149,742 |
SMAR, FIVN, NXST, ZTO
|
13F-HR
|
5/16/2022 |
000108514622002101 |
|
Q4 2021
|
10 |
182,926 |
SMAR, NXST, FIVN, ZTO
|
13F-HR
|
2/14/2022 |
000108514622000930 |
|
Q3 2021
|
11 |
211,792 |
SMAR, FIVN, CAR, EVBG
|
13F-HR
|
11/15/2021 |
000108514621003224 |
|
Q2 2021
|
11 |
170,350 |
SMAR, FIVN, EVBG, WSM
|
13F-HR
|
8/16/2021 |
000108514621002503 |
|
Q1 2021
|
13 |
189,128 |
SMAR, NXST, BIDU, CAR
|
13F-HR
|
5/17/2021 |
000108514621001723 |
|
Q4 2020
|
14 |
211,117 |
NXST, SMAR, ATUS, PTON
|
13F-HR
|
2/16/2021 |
000108514621000795 |
|
Q3 2020
|
12 |
155,038 |
PTON, JD, ATUS, BABA
|
13F-HR
|
11/16/2020 |
000108514620002981 |
|
Q2 2020
|
15 |
120,869 |
ATUS, GDS, AMZN, JD
|
13F-HR
|
8/14/2020 |
000108514620002244 |
|
Q1 2020
|
13 |
97,567 |
AMZN, BABA, SMAR, UBER
|
13F-HR
|
5/15/2020 |
000108514620001529 |
|
Q4 2019
|
12 |
144,095 |
ELDORADO RESORTS INC, AMZN, ATUS, SE
|
13F-HR
|
2/14/2020 |
000108514620000734 |
|
Q3 2019
|
13 |
129,154 |
BABA, ATUS, ELDORADO RESORTS INC, SE
|
13F-HR
|
11/14/2019 |
000108514619002982 |
|
Q2 2019
|
13 |
168,951 |
SE, BABA, ZNGA, ELDORADO RESORTS INC
|
13F-HR
|
8/14/2019 |
000108514619002314 |
|
Q1 2019
|
13 |
237,040 |
BABA, SE, 0A2S.IL, AMZN
|
13F-HR
|
5/15/2019 |
000108514619001615 |
|
Q4 2018
|
10 |
169,688 |
QTS, BABA, STMP, ELDORADO RESORTS INC
|
13F-HR
|
2/14/2019 |
000108514619000762 |
|
Q3 2018
|
10 |
278,632 |
ELDORADO RESORTS INC, GDS, SPOT, STMP
|
13F-HR
|
11/14/2018 |
000108514618002693 |
|
Q2 2018
|
15 |
392,765 |
YNDX, STMP, ELDORADO RESORTS INC, NTES
|
13F-HR
|
8/14/2018 |
000108514618002093 |
|
Q1 2018
|
12 |
436,657 |
STMP, BABA, YNDX, EDU
|
13F-HR
|
5/15/2018 |
000108514618001463 |
|
Q4 2017
|
8 |
330,774 |
STMP, BABA, YNDX, INXN
|
13F-HR
|
2/14/2018 |
000108514618000779 |
|
Q3 2017
|
10 |
412,645 |
STMP, BABA, NXST, YNDX
|
13F-HR
|
11/14/2017 |
000108514617002417 |
|
Q2 2017
|
13 |
379,898 |
STMP, BABA, NXST, SBGI
|
13F-HR
|
8/14/2017 |
000108514617001886 |
|
Q1 2017
|
13 |
335,731 |
BABA, LC, SBGI, NXST
|
13F-HR
|
5/15/2017 |
000108514617001345 |
|
Q4 2016
|
13 |
292,758 |
YELP, LC, NXST, BABA
|
13F-HR
|
2/14/2017 |
000108514617000727 |
|
Q3 2016
|
13 |
217,837 |
NXST, LC, BABA, ELLI
|
13F-HR
|
11/14/2016 |
000108514616004794 |
|
Q2 2016
|
11 |
183,383 |
MSTR, GTN, ELLI, SIRI
|
13F-HR
|
8/15/2016 |
000108514616004293 |
|
Q1 2016
|
11 |
170,107 |
EXPE, NCLH, GTN, MSTR
|
13F-HR
|
5/16/2016 |
000108514616003785 |
|
Q4 2015
|
13 |
153,633 |
ELLI, NCLH, EXPE, SIRI
|
13F-HR
|
2/11/2016 |
000108514616002938 |