Q2 2018 Holdings
Filed 2018-08-14 | 9 holdings | $701.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $122.2K | 4,185,174 | 17.4% |
| Cinemark Holdings Inc(CNK) | COM | 17243V102 | $119.7K | 3,412,933 | 17.1% |
| Equinix Inc(EQIX) | COM PAR $0.001 | 29444U700 | $113.1K | 263,050 | 16.1% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $106.5K | 389,460 | 15.2% |
| Interxion Holding N.v | SHS | N47279109 | $88.2K | 1,413,774 | 12.6% |
| Evertec Inc(EVTC) | COM | 30040P103 | $48.7K | 2,228,659 | 6.9% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $46.4K | 280,800 | 6.6% |
| Nice LTD(NSY) | SPONSORED ADR | 653656108 | $30.5K | 294,297 | 4.4% |
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $26.2K | 1,365,098 | 3.7% |