Q2 2015 Holdings
Filed 2015-08-14 | 6 holdings | $1.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CDK Global Inc(CDK) | COM | 12508E101 | $682.7K | 12,647,333 | 45.8% |
| Allergan PLC | SHS | G0177J108 | $295.9K | 975,000 | 19.9% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $211.9K | 4,395,000 | 14.2% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $143.7K | 1,050,000 | 9.6% |
| PTC Inc(PTC) | COM | 69370C100 | $91.3K | 2,225,000 | 6.1% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $64.2K | 1,971,762 | 4.3% |