Q3 2018 Holdings
Filed 2018-11-14 | 10 holdings | $297.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Stars Group Inc | COM | 85570W100 | $168.3K | 6,769,921 | 56.5% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $25.3K | 770,000 | 8.5% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $18.5K | 400,000 | 6.2% |
| Pandora Media Inc | COM | 698354107 | $17.4K | 1,825,000 | 5.8% |
| Apollo Global Mgmt LLC | CL A SHS | 037612306 | $17.3K | 500,000 | 5.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $15.4K | 135,000 | 5.2% |
| Copart Inc(CPRT) | COM | 217204106 | $9.8K | 190,000 | 3.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $9.5K | 8,000 | 3.2% |
| Descartes SYS Group Inc(DSGX) | COM | 249906108 | $9.5K | 280,000 | 3.2% |
| SS&C Technologies Hldgs Inc(SSNC) | COM | 78467J100 | $6.8K | 120,000 | 2.3% |