Q1 2019 Holdings
Filed 2019-05-14 | 20 holdings | $124.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Altice USA Inc(OPTU) | CL A | 02156K103 | $45.1M | 2,100,000 | 36.3% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $42.3M | 122,000 | 34.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $36.5M | 200,000 | 29.3% |
| Svmk Inc | COM | 78489X103 | $63.7K | 3,500,000 | 0.1% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $63.1K | 700,000 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $46.9K | 300,000 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $37.0K | 150,000 | 0.0% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $35.7K | 248,000 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $29.5K | 355,000 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $28.3K | 170,000 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $26.7K | 75,000 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $17.6K | 750,000 | 0.0% |
| Capri Holdings Limited(CPRI) | SHS | G1890L107 | $16.5K | 360,000 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $15.8K | 100,000 | 0.0% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $15.6K | 300,000 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $14.3K | 50,000 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $13.6K | 55,000 | 0.0% |
| Okta Inc(OKTA) | CL A | 679295105 | $12.4K | 150,000 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $11.9K | 115,000 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $11.2K | 150,000 | 0.0% |