Q1 2019 Holdings
Filed 2019-05-15 | 17 holdings | $332.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| WIX COM LTD(WIX) | SHS | M98068105 | $66.5K | 550,000 | 20.0% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $47.2K | 2,640,000 | 14.2% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $46.1K | 425,000 | 13.9% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $37.6K | 125,000 | 11.3% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $33.0K | 360,000 | 9.9% |
| Electronic Arts Inc(EA) | COM | 285512109 | $22.4K | 220,000 | 6.7% |
| Snap Inc(SNAP) | CL A | 83304A106 | $21.5K | 1,950,000 | 6.5% |
| Greensky Inc | CL A | 39572G100 | $15.5K | 1,200,000 | 4.7% |
| Uniti Group Inc | COM | 91325V108 | $11.9K | 1,060,000 | 3.6% |
| Noodles & Co(NDLSUSD) | COM CL A | 65540B105 | $8.0K | 1,175,000 | 2.4% |
| Liberty Media Corp Delaware(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $6.5K | 170,000 | 2.0% |
| Liberty Media Corp Delaware(LM03) | COM A SIRIUSXM | 531229409 | $5.0K | 130,000 | 1.5% |
| GCI Liberty Inc(GLIBAEUR) | COM CLASS A | 36164V305 | $4.8K | 87,000 | 1.5% |
| Broadcom Inc(AVGO)Call | COM | 11135F101 | $3.0K | 1,000 | 0.9% |
| Spdr S&P 500 ETF TR(SPY)Put | TR UNIT | 78462F103 | $2.1K | 6,000 | 0.6% |
| Electronic Arts Inc(EA)Call | COM | 285512109 | $1.2K | 4,000 | 0.4% |
| Sirius XM Hldgs Inc(SIRIEUR) | COM | 82968B103 | $272 | 48,000 | 0.1% |