Q4 2019 Holdings
Filed 2020-02-14 | 7 holdings | $402.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Godaddy Inc(GDDY) | CL A | 380237107 | $103.8K | 1,527,900 | 25.8% |
| Wyndham Hotels & Resorts Inc(WH) | COM | 98311A105 | $82.1K | 1,307,482 | 20.4% |
| Willis Towers Watson PUB LTD(WTW) | SHS | G96629103 | $77.6K | 384,034 | 19.3% |
| NRG Energy Inc(NRG) | COM NEW | 629377508 | $56.4K | 1,417,615 | 14.0% |
| AON PLC(AON) | SHS CL A | G0408V102 | $43.8K | 210,403 | 10.9% |
| Wisdomtree TR(DXJ) | JAPN HEDGE EQT | 97717W851 | $23.6K | 438,900 | 5.9% |
| BP Midstream Partners LP | UNIT LTD PTNR | 0556EL109 | $15.1K | 965,971 | 3.7% |