Q1 2018 Holdings
Filed 2018-05-14 | 11 holdings | $878.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $152.8K | 3,823,524 | 17.4% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $120.4K | 704,400 | 13.7% |
| Nice LTD(NSY) | SPONSORED ADR | 653656108 | $116.3K | 1,238,120 | 13.2% |
| Interxion Holding N.v | SHS | N47279109 | $108.5K | 1,746,274 | 12.4% |
| Cinemark Holdings Inc(CNK) | COM | 17243V102 | $103.1K | 2,736,391 | 11.7% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $82.0K | 331,360 | 9.3% |
| Evertec Inc(EVTC) | COM | 30040P103 | $61.2K | 3,741,923 | 7.0% |
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $43.4K | 2,755,543 | 4.9% |
| Equinix Inc(EQIX) | COM PAR $0.001 | 29444U700 | $41.8K | 100,000 | 4.8% |
| Liberty Global PLC | SHS CL A | G5480U104 | $30.3K | 968,481 | 3.5% |
| Houghton Mifflin Harcourt Co | COM | 44157R109 | $18.4K | 2,654,521 | 2.1% |