Q4 2014 Holdings
Filed 2015-02-17 | 61 holdings | $612.4M | 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 | $320.6K | 1,924,086 | 0.1% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $337.1K | 17,250,000 | 0.1% |
| Avis Budget Group(CAR) | COM | 053774105 | $337.9K | 5,094,800 | 0.1% |
| Hertz Global Holdings Inc | COM | 42805T105 | $355.6K | 14,260,000 | 0.1% |
| Liberty Global PLC | SHS CL C | G5480U120 | $432.6K | 8,953,698 | 0.1% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $438.8K | 2,950,583 | 0.1% |
| Bitauto Hldgs LTD(2663134D) | SPONSORED ADS | 091727107 | $462.2K | 6,565,000 | 0.1% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $499.4K | 2,543,612 | 0.1% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $621.6K | 7,214,060 | 0.1% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $645.4K | 16,805,219 | 0.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $604.5M | 5,815,690 | 98.7% |