Q4 2017 Holdings
Filed 2018-02-14 | 13 holdings | $2.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $287.4K | 3,360,000 | 13.3% |
| Time Warner Inc | COM NEW | 887317303 | $243.8K | 2,665,000 | 11.3% |
| Lowes COS Inc(LOW) | COM | 548661107 | $228.6K | 2,460,000 | 10.6% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $209.8K | 5,700,000 | 9.7% |
| Facebook Inc(META) | CL A | 30303M102 | $201.2K | 1,140,000 | 9.3% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $199.9K | 1,955,000 | 9.3% |
| Shire PLC | SPONSORED ADR | 82481R106 | $191.9K | 1,237,095 | 8.9% |
| CDK Global Inc(CDK) | COM | 12508E101 | $156.5K | 2,195,000 | 7.3% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $126.8K | 3,165,000 | 5.9% |
| Altaba Inc(AABAUSD) | COM | 021346101 | $113.2K | 1,620,000 | 5.2% |
| Vantiv Inc | CL A | 92210H105 | $85.7K | 1,165,000 | 4.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $76.1K | 2,325,000 | 3.5% |
| Dell Technologies Inc | COM CL V | 24703L103 | $36.6K | 450,000 | 1.7% |