| Akamai Technologies Inc (AKAM) |
US |
AKAM |
Internet Infrastr ... |
None |
- |
- |
- % |
Sold All |
-163,500 |
-100.00 |
$80,115 |
| Amazoncom Inc (AMZN) |
US |
AMZN |
E-Commerce/Product ... |
None |
- |
- |
- % |
Sold All |
-1,419,385 |
-100.00 |
$-1,348,416 |
| Apple Inc (AAPL) |
US |
AAPL |
Computers |
None |
- |
- |
- % |
Sold All |
-581,600 |
-100.00 |
$-1,413,288 |
| Cablevision Systems Corp (CVC) |
US |
CVC |
Cable Tv |
None |
- |
- |
- % |
Sold All |
-568,600 |
-100.00 |
$-432,136 |
| Central European Media Enterprise ... (CETV) |
BM |
CETV |
Television |
2,877,090 |
$44,220,873 |
$-2,618,152 |
-5.58 % |
Sold Some |
-452,000 |
-13.57 |
$411,320 |
| Convera Corp (CNVR) |
US |
CNVR |
Electronic Forms |
557,144 |
$284,143 |
$122,572 |
75.86 % |
Sold Some |
-65,400 |
-10.50 |
$-14,388 |
| Crown Castle International Corp (CCI) |
US |
CCI |
Wireless Equipment |
None |
- |
- |
- % |
Sold All |
-2,163,100 |
-100.00 |
$-21,631 |
| Ctc Media Inc (CTCM) |
US |
CTCM |
Television |
None |
- |
- |
- % |
Sold All |
-372,000 |
-100.00 |
$74,400 |
| Discovery Communications Inc (DISCA) |
US |
DISCA |
Broadcast Serv/Pro ... |
None |
- |
- |
- % |
Sold All |
-969,500 |
-100.00 |
$-1,047,060 |
| Dolan Media Co (DM) |
US |
DM |
Publishing-Newspap ... |
3,005,246 |
$12,952,610 |
$2,223,882 |
20.72 % |
Added More |
1,237,500 |
70.00 |
$915,750 |
| Dreamworks Animation Skg Inc (DWA) |
US |
DWA |
Motion Pictures An ... |
1,829,341 |
$42,257,777 |
$-3,676,975 |
-8.00 % |
No Change |
- |
- |
- |
| Emmis Communications Corp (EMMSP) |
US |
EMMSP |
- |
2,542,300 |
$10,143,777 |
$-4,474,448 |
-30.60 % |
Sold Some |
-470,000 |
-15.60 |
$827,200 |
| Equinix Inc (EQIX) |
US |
EQIX |
Web Hosting/Design |
852,004 |
$38,689,502 |
$-6,390,030 |
-14.17 % |
Added More |
127,000 |
17.51 |
$-952,500 |
| Expedia Inc (EXPEW) |
US |
EXPEW |
- |
586,300 |
|
|
% |
Sold Some |
-569,700 |
-49.28 |
|
| Fibertower Corp (FTWR) |
US |
FTWR |
Telecom Services |
10,734,025 |
$5,903,714 |
$1,824,784 |
44.73 % |
Sold Some |
-1,225,000 |
-10.24 |
$-208,250 |
| Focus Media Holding Ltd (FMCN) |
KY |
FMCN |
Advertising Sales |
603,000 |
$4,504,410 |
$289,440 |
6.86 % |
Sold Some |
-3,021,312 |
-83.36 |
$-1,450,230 |
| Information Services Group Inc (IIIIW) |
US |
IIIIW |
Consulting Service ... |
4,594,300 |
|
|
% |
No Change |
- |
- |
- |
| Interpublic Group Of Cos Inc (IPG) |
US |
IPG |
Advertising Agenci ... |
3,153,900 |
$12,899,451 |
$599,241 |
4.87 % |
Sold Some |
-3,000,000 |
-48.74 |
$-570,000 |
| Lamar Advertising Co (LAMR) |
US |
LAMR |
Advertising Sales |
200,000 |
$2,974,000 |
$-2,000 |
-0.06 % |
New Holding |
200,000 |
100.00 |
$-2,000 |
| Maxcom Telecomunicaciones Sab De ... (MXT) |
US |
MXT |
Telecom Services |
205,300 |
$862,260 |
$131,392 |
17.97 % |
Sold Some |
-209,600 |
-50.51 |
$-134,144 |
| Melco Crown Entertainment Ltd (MPEL) |
KY |
MPEL |
Casino Hotels |
None |
- |
- |
- % |
Sold All |
-4,622,000 |
-100.00 |
$1,617,700 |
| Mercadolibre Inc (MELI) |
US |
MELI |
E-Commerce/Product ... |
53,400 |
$657,888 |
$109,470 |
19.96 % |
New Holding |
53,400 |
100.00 |
$109,470 |
| Metropcs Communications Inc (PCS) |
US |
PCS |
Cellular Telecom |
None |
- |
- |
- % |
Sold All |
-2,920,300 |
-100.00 |
$-8,381,261 |
| Mgm Mirage (MGM) |
US |
MGM |
Casino Hotels |
None |
- |
- |
- % |
Sold All |
-1,103,800 |
-100.00 |
$-1,688,814 |
| Move Inc (MOVE) |
US |
MOVE |
E-Commerce/Service ... |
15,220,201 |
$18,112,039 |
$2,739,636 |
17.82 % |
No Change |
- |
- |
- |
| Netflix Inc (NFLX) |
US |
NFLX |
E-Commerce/Service ... |
1,454,760 |
$33,430,385 |
$1,382,022 |
4.31 % |
Sold Some |
-3,087,524 |
-67.97 |
$-2,933,148 |
| Neustar Inc (NSR) |
US |
NSR |
Telecom Services |
1,705,728 |
$32,664,691 |
$4,486,065 |
15.92 % |
Sold Some |
-895,600 |
-34.42 |
$-2,355,428 |
| Nexstar Broadcasting Group Inc (NXST) |
US |
NXST |
Broadcast Serv/Pro ... |
None |
- |
- |
- % |
Sold All |
-484,600 |
-100.00 |
$38,768 |
| Research In Motion Ltd (RIMM) |
CA |
RIMM |
Computers |
None |
- |
- |
- % |
Sold All |
-600,000 |
-100.00 |
$-1,482,000 |
| Sba Communications Corp (SBAC) |
US |
SBAC |
Wireless Equipment |
None |
- |
- |
- % |
Sold All |
-3,786,200 |
-100.00 |
$-1,097,998 |
| Sohucom Inc (SOHU) |
US |
SOHU |
Web Portals/Isp |
None |
- |
- |
- % |
Sold All |
-755,300 |
-100.00 |
$-3,942,666 |
| Telephone And Data Sys Inc (TDA) |
US |
TDA |
- |
722,000 |
$9,978,040 |
$-382,660 |
-3.69 % |
No Change |
- |
- |
- |
| United States Cellular Corp (UZG) |
US |
UZG |
- |
2,176,840 |
$35,809,018 |
$1,414,946 |
4.11 % |
Added More |
111,862 |
5.41 |
$72,710 |
| Virgin Media Inc (VMEDW) |
US |
VMEDW |
- |
938,600 |
$28,158 |
$0 |
0.00 % |
Sold Some |
-3,000,100 |
-76.16 |
$0 |
| Vistaprint Ltd (VPRT) |
FR |
VPRT |
Printing-Commercia ... |
301,000 |
$4,921,350 |
$1,077,580 |
28.03 % |
New Holding |
301,000 |
100.00 |
$1,077,580 |
| Vivo Participacoes Sa (VIV) |
BR |
VIV |
Cellular Telecom |
None |
- |
- |
- % |
Sold All |
-10,970,300 |
-100.00 |
$-17,662,183 |
| Warner Music Group Corp (WMG) |
US |
WMG |
Music |
7,245,544 |
$21,591,721 |
$1,521,564 |
7.58 % |
Added More |
124,000 |
1.74 |
$26,040 |
| Wynn Resorts Ltd (WYNN) |
US |
WYNN |
Casino Hotels |
None |
- |
- |
- % |
Sold All |
-380,900 |
-100.00 |
$1,211,262 |
| Young Broadcasting Inc (YBTVA) |
US |
YBTVA |
Television |
None |
- |
- |
- % |
Sold All |
-1,495,246 |
-100.00 |
$14,952 |