Companies covered: Netflix, Inc. (NASDAQ:NFLX), Comcast Corporation (NASDAQ:CMCSA), Time Warner Cable Inc (NYSE:TWC), Charter Communications, Inc. (NASDAQ:CHTR), Pandora Media, Inc. (NYSE:P), Live Nation Entertainment, Inc. (NYSE:LYV), AMC Networks Inc. (NASDAQ:AMCX), Discovery Communications, Inc. (NASDAQ:DISCA), Amazon.com, Inc. (NASDAQ:AMZN), Lions Gate Entertainment Corporation (NYSE:LGF), DIRECTV (NASDAQ:DTV), AT&T Inc. (NYSE:T), Apple Inc. (NASDAQ:AAPL), Yahoo! Inc. (NASDAQ:YHOO), Sirius XM Holdings Inc. (NASDAQ:SIRI), Walt Disney Company (The) (NYSE:DIS), Viacom Inc. (NASDAQ:VIA), Dreamworks Animation SKG, Inc. (NASDAQ:DWA), Regal Entertainment Group (NYSE:RGC), Cinemark Holdings Inc (NYSE:CNK), IMAX Corporation (NYSE:IMAX), RealD Inc (NYSE:RLD), Scripps Networks Interactive, Inc (NYSE:SNI), Cumulus Media Inc. (NASDAQ:CMLS), Twenty-First Century Fox, Inc. (NASDAQ:FOX), Microsoft Corporation (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG), Sony Corp Ord (NYSE:SNE), MDC Partners Inc. (NASDAQ:MDCA), Carmike Cinemas, Inc. (NASDAQ:CKEC), Meredith Corporation (NYSE:MDP), Media General, Inc. (NYSE:MEG), Verizon Communications Inc. (NYSE:VZ), Time Warner Inc. (NYSE:TWX), CBS Corporation (NYSE:CBS), Madison Square Garden Co. (NYSE:MSG), Hemisphere Media Group, Inc. (NASDAQ:HMTV), Starz (NASDAQ:STRZA), Mad Catz Interactive, Inc. (NYSEMKT:MCZ), Social Reality, Inc. (OTCMKTS:SCRI), NTN Buzztime, Inc. (NYSEMKT:NTN), Mood Media Corporation (TSE:MM), rVue Holdings, Inc. (OTCMKTS:RVUE)
Companies covered: Gray Television, Inc. (NYSE:GTN), Media General, Inc. (NYSE:MEG), Meredith Corporation (NYSE:MDP), Lennar Corporation (NYSE:LEN), TEGNA (NYSE:TGNA), Donaldson Company, Inc. (NYSE:DCI), Reliance Steel & Aluminum Co. (NYSE:RS), First Cash Financial Services, Inc. (NASDAQ:FCFS), Winnebago Industries, Inc. (NYSE:WGO), Jazz Pharmaceuticals plc (NASDAQ:JAZZ), Polaris Industries Inc. (NYSE:PII), Value Partners Group Limited (HKG:0806), Aalberts Industries N.V. (AMS:AALB), J.M. Smucker Company (The) (NYSE:SJM), Amdocs Limited (NASDAQ:DOX), AT&T Inc. (NYSE:T)
Companies covered: NIC Inc. (NASDAQ:EGOV), Moneysupermarket.Com Group PLC (LON:MONY), FNFV Group (NYSE:FNFV), Realogy Holdings Corp. (NYSE:RLGY), RE/MAX Holdings, Inc. (NYSE:RMAX), Ellie Mae, Inc. (NYSE:ELLI), CoreLogic, Inc. (NYSE:CLGX), Zillow, Inc. (NASDAQ:Z), QuinStreet, Inc. (NASDAQ:QNST), LendingTree, Inc. (NASDAQ:TREE), Bankrate, Inc. (NYSE:RATE), The Priceline Group Inc. (NASDAQ:PCLN), News Corporation (NASDAQ:NWSA), First American Corporation (The) (NYSE:FAF), Expedia, Inc. (NASDAQ:EXPE), DEMANDWARE, INC. (NYSE:DWRE), Speed Commerce, Inc. (NASDAQ:SPDC), Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), SAP SE (NYSE:SAP), PFSweb, Inc. (NASDAQ:PFSW), Oracle Corporation (NYSE:ORCL), Netflix, Inc. (NASDAQ:NFLX), International Business Machines Corporation (NYSE:IBM), Gaiam, Inc. (NASDAQ:GAIA), eBay Inc. (NASDAQ:EBAY), Carter's, Inc. (NYSE:CRI), Costco Wholesale Corporation (NASDAQ:COST), iPass Inc. (NASDAQ:IPAS), VASCO Data Security International, Inc. (NASDAQ:VDSI), j2 Global, Inc. (NASDAQ:JCOM), GlobalSCAPE, Inc. (NYSEMKT:GSB)
Companies covered: Procter & Gamble Company (The) (NYSE:PG), Johnson & Johnson (NYSE:JNJ), ConocoPhillips (NYSE:COP), LegacyTexas Financial Group, Inc. (NASDAQ:LTXB), RBC Bearings Incorporated (NYSE:RBC), Markel Corporation (NYSE:MKL), Dover Corporation (NYSE:DOV), Verizon Communications Inc. (NYSE:VZ), Schlumberger N.V. (NYSE:SLB), Halliburton Company (NYSE:HAL), Cameron International Corporation (NYSE:CAM), Citigroup Inc. (NYSE:C), Baker Hughes (NYSE:BKR), Broadcom Corporation (NASDAQ:BRCM), Avago Technologies Limited (NASDAQ:AVGO), Unilever PLC (NYSE:UL), Masco Corporation (NYSE:MAS), Lam Research Corporation (NASDAQ:LRCX), Lowe's Companies, Inc. (NYSE:LOW), HP Inc (NYSE:HPQ), Home Depot, Inc. (The) (NYSE:HD)
Companies covered: Qualys, Inc. (NASDAQ:QLYS), Red Hat, Inc. (NYSE:RHT), Amazon.com, Inc. (NASDAQ:AMZN), Yahoo! Inc. (NASDAQ:YHOO), Microsoft Corporation (NASDAQ:MSFT), Internap Corporation (NASDAQ:INAP), Alphabet Inc (NASDAQ:GOOG), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), CoreSite Realty Corporation (NYSE:COR)
