The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Apple Inc | Com | 037833100 | 171,655 | 1,703,775 | SH | DFND | 1 | 1,703,775 | 0 | 0 | |
| Yahoo Inc | Com | 984332106 | 162,021 | 3,975,969 | SH | DFND | 1 | 3,975,969 | 0 | 0 | |
| Twitter Inc | Com | 90184L102 | 151,477 | 2,936,744 | SH | DFND | 1 | 2,936,744 | 0 | 0 | |
| New York Times Co | CL A | 650111107 | 121,789 | 10,854,656 | SH | DFND | 1 | 10,854,656 | 0 | 0 | |
| Sohu Com Inc | Com | 83408W103 | 69,937 | 1,392,329 | SH | DFND | 1 | 1,392,329 | 0 | 0 | |
| Goldman Sachs Group Inc | Com | 38141G104 | 66,772 | 363,744 | SH | DFND | 1 | 363,744 | 0 | 0 | |
| SouFun Hldgs Ltd | ADR | 836034108 | 55,398 | 5,567,642 | SH | DFND | 1 | 5,567,642 | 0 | 0 | |
| Orbitz Worldwide Inc | Com | 68557K109 | 54,959 | 6,983,305 | SH | DFND | 1 | 6,983,305 | 0 | 0 | |
| Stillwater Mng Co | Com | 86074Q102 | 51,952 | 3,456,569 | SH | DFND | 1 | 3,456,569 | 0 | 0 | |
| JPMorgan Chase & Co | Com | 46625H100 | 47,405 | 786,942 | SH | DFND | 1 | 786,942 | 0 | 0 | |
| IAC InteractiveCorp | Com Par $0.001 | 44919P508 | 44,413 | 673,948 | SH | DFND | 1 | 673,948 | 0 | 0 | |
| AOL Inc | Com | 00184X105 | 42,491 | 945,300 | SH | DFND | 1 | 945,300 | 0 | 0 | |
| News Corp New | CL A | 65249B109 | 34,752 | 2,125,516 | SH | DFND | 1 | 2,125,516 | 0 | 0 | |
| Youku Tudou Inc | Sponsored ADR | 98742U100 | 34,402 | 1,919,780 | SH | DFND | 1 | 1,919,780 | 0 | 0 | |
| Gannett Inc | Com | 364730101 | 27,141 | 914,770 | SH | DFND | 1 | 914,770 | 0 | 0 | |
| Scripps E W Co Ohio | CL A New | 811054402 | 23,935 | 1,467,489 | SH | DFND | 1 | 1,467,489 | 0 | 0 | |
| Entercom Communications Corp | CL A | 293639100 | 23,376 | 2,911,023 | SH | DFND | 1 | 2,911,023 | 0 | 0 | |
| Journal Communications Inc | CL A | 481130102 | 22,828 | 2,707,966 | SH | DFND | 1 | 2,707,966 | 0 | 0 | |
| McClatchy Co | CL A | 579489105 | 21,818 | 6,493,431 | SH | DFND | 1 | 6,493,431 | 0 | 0 | |
| Barrick Gold Corp | Com | 067901108 | 19,177 | 1,308,124 | SH | DFND | 1 | 1,308,124 | 0 | 0 | |
| Gray Television Inc | Com | 389375106 | 16,514 | 2,095,726 | SH | DFND | 1 | 2,095,726 | 0 | 0 | |
| E House China Hldgs Ltd | ADR | 26852W103 | 15,615 | 1,640,262 | SH | DFND | 1 | 1,640,262 | 0 | 0 | |
| News Corp New | CL B | 65249B208 | 14,457 | 896,305 | SH | DFND | 1 | 896,305 | 0 | 0 | |
| MercadoLibre Inc | Com | 58733R102 | 11,192 | 103,013 | SH | DFND | 1 | 103,013 | 0 | 0 | |
| American Intl Group Inc | Com New | 026874784 | 8,745 | 161,880 | SH | DFND | 1 | 161,880 | 0 | 0 | |
| Leju Hldgs Ltd | Sponsored ADS | 50187J108 | 7,741 | 602,418 | SH | DFND | 1 | 602,418 | 0 | 0 | |
| Abercrombie & Fitch Co | CL A | 002896207 | 6,751 | 185,777 | SH | DFND | 1 | 185,777 | 0 | 0 | |
| Pozen Inc | Com | 73941U102 | 5,040 | 686,586 | SH | DFND | 1 | 686,586 | 0 | 0 | |
| Anglogold Ashanti Ltd | Sponsored ADR | 035128206 | 4,582 | 381,863 | SH | DFND | 1 | 381,863 | 0 | 0 | |
| Baidu Inc | Spon ADR Rep A | 056752108 | 4,295 | 19,680 | SH | DFND | 1 | 19,680 | 0 | 0 | |
| Kinross Gold Corp | Com No Par | 496902404 | 4,124 | 1,249,724 | SH | DFND | 1 | 1,249,724 | 0 | 0 | |
| Cisco Sys Inc | Com | 17275R102 | 3,079 | 122,310 | SH | DFND | 1 | 122,310 | 0 | 0 | |
| Aeropostale | Com | 007865108 | 2,568 | 780,484 | SH | DFND | 1 | 780,484 | 0 | 0 | |
| China Mobile Limited | Sponsored ADR | 16941M109 | 2,045 | 34,807 | SH | DFND | 1 | 34,807 | 0 | 0 | |