Q3 2013 Holdings
Filed 2013-11-14 | 26 holdings | $130.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carter Inc(CRI) | COM | 146229109 | $31.1K | 409,900 | 23.8% |
| Block H & R Inc(HRB) | COM | 093671105 | $20.0K | 750,000 | 15.3% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $18.0K | 172,500 | 13.8% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $12.5K | 18,587 | 9.6% |
| Liberty Global PLC | SHS CL C | G5480U120 | $11.7K | 154,500 | 8.9% |
| Seaworld Entmt Inc(PRKS) | COM | 81282V100 | $8.0K | 271,383 | 6.2% |
| Charter Communications Inc D | CL A NEW | 16117M305 | $6.4K | 47,500 | 4.9% |
| Grace W R & Co del New | COM | 38388F108 | $5.2K | 60,000 | 4.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $4.6K | 60,803 | 3.5% |
| Facebook Inc(META) | CL A | 30303M102 | $3.8K | 75,000 | 2.9% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $3.4K | 100,000 | 2.6% |
| Mcgraw Hill Finl Inc | COM | 580645109 | $3.3K | 50,000 | 2.5% |
| Block H & R Inc(HRB)Call | COM | 093671105 | $2.7K | 100,000 | 2.0% |