AMC NETWORKS INC CL A 00164V103 8246 112700 SH SOLE 112700 0 0 CHEGG INC COM 163092109 5923 821499 SH SOLE 821499 0 0 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 2899 106737 SH SOLE 106737 0 0 FACEBOOK INC CL A 30303M102 13655 151888 SH SOLE 151888 0 0 GRAY TELEVISION INC COM 389375106 6779 531300 SH SOLE 531300 0 0 HOMEAWAY INC COM 43739Q100 6967 262500 SH SOLE 262500 0 0 INTERPUBLIC GROUP COS INC COM 460690100 12822 670252 SH SOLE 670252 0 0 INTERXION HOLDING N.V. SHS N47279109 6917 255432 SH SOLE 255432 0 0 LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 12004 274761 SH SOLE 274761 0 0 LIBERTY BROADBAND CORP COM SER A 530307107 9059 176113 SH SOLE 176113 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 4513 110031 SH SOLE 110031 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C 531229300 2585 75000 SH SOLE 75000 0 0 LIONS GATE ENTMNT CORP COM NEW 535919203 6714 182440 SH SOLE 182440 0 0 MEDIA GEN INC NEW COM 58441k100 3641 260290 SH SOLE 260290 0 0 MEREDITH CORP COM 589433101 511 12000 SH SOLE 12000 0 0 NIELSEN N V COM N63218106 3526471 79300 SH SOLE 79300 0 0 PENSKE AUTOMOTIVE GRP INC COM 70959W103 15270468 315245 SH SOLE 315245 0 0 SIGNET JEWELERS LIMITED SHS G81276100 7697471 56545 SH SOLE 56545 0 0 T MOBILE US INC COM 872590104 2953146 74181 SH SOLE 74181 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 7130786 248200 SH SOLE 248200 0 0 TIME WARNER CABLE INC COM 88732J207 11294211 62966 SH SOLE 62966 0 0 TWITTER INC COM 90184L102 256819 9533 SH SOLE 9533 0 0