Q1 2020 Holdings
Filed 2020-05-15 | 13 holdings | $580.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Allergan plc | SHS | G0177J108 | $97.4K | 550,000 | 16.8% |
| eBay Inc(EBAY)Call | COM | 278642103 | $91.4K | 3,041,300 | 15.7% |
| Tech Data CorpCall | COM | 878237106 | $73.3K | 560,000 | 12.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $63.1K | 400,000 | 10.9% |
| Salesforce Com Inc(CRM) | COM | 79466L302 | $57.6K | 400,000 | 9.9% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $41.5K | 625,000 | 7.1% |
| nVent Electric PLC(NVT)Call | SHS | G6700G107 | $35.1K | 2,077,700 | 6.0% |
| Xerox Holdings Corp(XRX)Call | COM | 98421M106 | $32.2K | 1,700,000 | 5.5% |
| eBay Inc(EBAY) | COM | 278642103 | $22.5K | 750,000 | 3.9% |
| Axalta Coating Sys Ltd(AXTA)Call | COM | G0750C108 | $22.0K | 1,276,600 | 3.8% |
| Tech Data Corp | COM | 878237106 | $19.6K | 150,000 | 3.4% |
| Navistar Intl Corp New(NAV)Call | COM | 63934E108 | $14.3K | 870,000 | 2.5% |
| Tegna Inc(TGNA)Call | COM | 87901J105 | $10.9K | 1,000,000 | 1.9% |