Q1 2016 Holdings
Filed 2016-05-16 | 12 holdings | $107.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications, Inc. D | CL A NEW | 16117M305 | $19.2K | 95,000 | 17.9% |
| SBA Communications Corp | COM | 78388J106 | $16.0K | 160,000 | 14.9% |
| Liberty Global, Plc. | SHS CL C | G5480U120 | $15.0K | 400,000 | 14.0% |
| Vail Resorts, Inc.(MTN) | COM | 91879Q109 | $14.0K | 105,000 | 13.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $10.4K | 170,000 | 9.7% |
| Time Warner Cable Inc. | COM | 88732J207 | $10.2K | 50,000 | 9.5% |
| Equinix, Inc.(EQIX) | COM PAR $0.001 | 29444U700 | $5.0K | 15,000 | 4.6% |
| New Relic Inc(NEWREUR) | COM | 64829B100 | $4.4K | 170,000 | 4.1% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $3.9K | 100,000 | 3.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $3.7K | 5,000 | 3.5% |
| Ebay Inc.(EBAY) | COM | 278642103 | $3.6K | 150,000 | 3.3% |
| Hewlett Packard Enterprise C(HPE) | COM | 42824C109 | $1.8K | 100,000 | 1.7% |