Q4 2018 Holdings
Filed 2019-02-14 | 13 holdings | $176.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Stars Group Inc | COM | 85570W100 | $88.8K | 5,380,000 | 50.5% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $28.9K | 600,000 | 16.4% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $8.9K | 325,000 | 5.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $8.3K | 8,000 | 4.7% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $7.7K | 70,000 | 4.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.6K | 65,000 | 3.8% |
| Copart Inc(CPRT) | COM | 217204106 | $5.7K | 120,000 | 3.3% |
| Apollo Global Mgmt LLC | CL A SHS | 037612306 | $5.4K | 220,000 | 3.1% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $5.1K | 50,000 | 2.9% |
| Descartes SYS Group Inc(DSGX) | COM | 249906108 | $4.3K | 161,970 | 2.4% |
| Pandora Media Inc | COM | 698354107 | $4.0K | 500,000 | 2.3% |
| SS&C Technologies Hldgs Inc(SSNC) | COM | 78467J100 | $2.3K | 50,000 | 1.3% |