Q3 2017 Holdings
Filed 2017-11-14 | 8 holdings | $763.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Global PLC | SHS CL C | G5480U120 | $280.6K | 8,580,000 | 36.7% |
| Prestige Brands Hldgs Inc(PBH) | COM | 74112D101 | $246.4K | 4,920,000 | 32.3% |
| Caterpillar Inc del(CAT)Call | COM | 149123101 | $68.6K | 550,000 | 9.0% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $55.5K | 385,000 | 7.3% |
| Grainger W W Inc(GWW)Call | COM | 384802104 | $36.0K | 200,000 | 4.7% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $34.7K | 400,000 | 4.5% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $32.0K | 125,000 | 4.2% |
| Monro Inc(MNRO) | COM | 610236101 | $10.1K | 180,000 | 1.3% |