Q4 2017 Holdings
Filed 2018-02-14 | 15 holdings | $13.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $13.4M | 40,000 | 99.0% |
| Liberty Global PLC | SHS CL C | G5480U120 | $22.5K | 665,000 | 0.2% |
| Lions Gate Entmnt Corp(LGF/BEUR) | CL B NON VTG | 535919500 | $16.5K | 520,000 | 0.1% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $16.3K | 100,000 | 0.1% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $15.6K | 425,000 | 0.1% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $14.9K | 70,000 | 0.1% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $7.3K | 60,000 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $7.2K | 55,000 | 0.1% |
| CBS Corp New | CL B | 124857202 | $5.9K | 100,000 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $5.8K | 70,000 | 0.0% |
| New Relic Inc(NEWREUR) | COM | 64829B100 | $5.8K | 100,000 | 0.0% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $5.1K | 135,000 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $3.1K | 3,000 | 0.0% |
| International Game Technology PLC(BRSL) | SHS USD | G4863A108 | $2.7K | 100,000 | 0.0% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $2.1K | 200,000 | 0.0% |