Q3 2017 Holdings
Filed 2017-11-14 | 15 holdings | $108.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $51.8M | 300,000 | 47.9% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $33.5M | 1,225,000 | 31.0% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $22.5M | 62,000 | 20.8% |
| Visa Inc(V) | COM CL A | 92826C839 | $40.0K | 380,000 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $34.2K | 200,000 | 0.0% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $30.8K | 135,000 | 0.0% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $29.4K | 250,000 | 0.0% |
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $25.8K | 550,000 | 0.0% |
| Accelerate Diagnostics Inc | COM | 00430H102 | $21.6K | 960,000 | 0.0% |
| Liberty Interactive Corp | LBT VEN COM A NE | 53071M856 | $20.1K | 350,000 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $19.1K | 200,000 | 0.0% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $17.1K | 100,000 | 0.0% |
| Cintas Corp(CTAS) | COM | 172908105 | $14.4K | 100,000 | 0.0% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $12.8K | 550,000 | 0.0% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $10.4K | 2,750,000 | 0.0% |