Q1 2018 Holdings
Filed 2018-05-15 | 14 holdings | $3.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $346.4K | 3,795,000 | 11.6% |
| Time Warner Inc | COM NEW | 887317303 | $346.2K | 3,660,000 | 11.5% |
| Facebook Inc(META) | CL A | 30303M102 | $329.2K | 2,060,000 | 11.0% |
| Worldpay Inc(WP) | CL A | 981558109 | $267.3K | 3,250,000 | 8.9% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $227.4K | 1,955,000 | 7.6% |
| Lowes COS Inc(LOW) | COM | 548661107 | $221.6K | 2,525,000 | 7.4% |
| Automatic Data Processing Inc(ADP) | COM | 053015103 | $221.3K | 1,950,000 | 7.4% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $194.7K | 5,700,000 | 6.5% |
| Shire PLC | SPONSORED ADR | 82481R106 | $183.0K | 1,225,126 | 6.1% |
| CDK Global Inc(CDK) | COM | 12508E101 | $174.5K | 2,755,000 | 5.8% |
| Altaba Inc(AABAUSD) | COM | 021346101 | $145.9K | 1,970,000 | 4.9% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $136.4K | 3,560,000 | 4.5% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $113.4K | 560,000 | 3.8% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $91.7K | 2,325,000 | 3.1% |