Q4 2015 Holdings
Filed 2016-02-16 | 14 holdings | $119.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vail Resorts, Inc.(MTN) | COM | 91879Q109 | $16.6K | 130,000 | 13.9% |
| Charter Communications, Inc. | CL A NEW | 16117M305 | $15.6K | 85,000 | 13.0% |
| SBA Communications Corp | COM | 78388J106 | $14.7K | 140,000 | 12.3% |
| Liberty Global, Plc. | SHS CL C | G5480U120 | $12.2K | 300,000 | 10.2% |
| Equinix, Inc.(EQIX) | COM PAR $0.001 | 29444U700 | $12.1K | 40,000 | 10.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $8.7K | 100,000 | 7.2% |
| Alphabet Inc.(GOOG) | CAP STK CL C | 02079K107 | $7.6K | 10,000 | 6.3% |
| Time Warner Cable Inc. | COM | 88732J207 | $7.4K | 40,000 | 6.2% |
| Salesforce.com, Inc(CRM) | COM | 79466L302 | $6.3K | 80,000 | 5.2% |
| Ebay Inc.(EBAY) | COM | 278642103 | $6.0K | 220,000 | 5.0% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $6.0K | 165,000 | 5.0% |
| New Relic Inc(NEWREUR) | COM | 64829B100 | $3.6K | 100,000 | 3.0% |
| Broadcom Corp | CL A | 111320107 | $2.3K | 40,000 | 1.9% |
| Palo Alto Networks Inc.(PANW) | COM | 697435105 | $705 | 4,000 | 0.6% |