Q4 2018 Holdings
Filed 2019-02-14 | 23 holdings | $1.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $1.1M | 10,000 | 69.5% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $458.0K | 13,500 | 29.3% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $4.7K | 35,000 | 0.3% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $1.2K | 20,000 | 0.1% |
| Cheniere Energy Partners LP(CQP) | COM UNIT | 16411Q101 | $1.2K | 33,500 | 0.1% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $1.1K | 19,000 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $1.0K | 1,000 | 0.1% |
| Quanta Svcs Inc(PWR) | COM | 74762E102 | $1.0K | 34,000 | 0.1% |
| Mastec Inc(MTZ) | COM | 576323109 | $1.0K | 25,000 | 0.1% |
| AIR Lease Corp(AL) | CL A | 00912X302 | $917 | 30,343 | 0.1% |
| WPX Energy Inc | COM | 98212B103 | $795 | 70,000 | 0.1% |
| Blackstone Group L P(BXUSD) | COM UNIT LTD | 09253U108 | $790 | 26,500 | 0.1% |
| Encana Corp | COM | 292505104 | $723 | 125,000 | 0.0% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $658 | 5,000 | 0.0% |
| Invitation Homes Inc(INVH) | COM | 46187W107 | $602 | 30,000 | 0.0% |
| Lincoln Natl Corp IND(LNC) | COM | 534187109 | $513 | 10,000 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $505 | 6,000 | 0.0% |
| Occidental Pete Corp del(OXY) | COM | 674599105 | $460 | 7,500 | 0.0% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $271 | 20,000 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $264 | 2,000 | 0.0% |
| Aptiv PLC(APTV) | SHS | G6095L109 | $246 | 4,000 | 0.0% |
| Continental Resources Inc(CLRUSD) | COM | 212015101 | $201 | 5,000 | 0.0% |
| Groupon Inc | COM | 399473107 | $32 | 10,000 | 0.0% |