Q1 2019 Holdings
Filed 2019-05-15 | 12 holdings | $573.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Global PLCCall | SHS CL A | G5480U104 | $117.2K | 4,701,300 | 20.4% |
| Tempur Sealy Intl Inc(SGI)Call | COM | 88023U101 | $109.6K | 1,900,000 | 19.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $67.7K | 38,000 | 11.8% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $56.5K | 240,000 | 9.9% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $45.9K | 500,000 | 8.0% |
| Liberty Global PLC | SHS CL C | G5480U120 | $44.8K | 1,850,000 | 7.8% |
| Transdign Group Inc(TDG) | COM | 893641100 | $34.0K | 75,000 | 5.9% |
| Welbilt Inc | COM | 949090104 | $31.1K | 1,900,000 | 5.4% |
| GCI Liberty Inc(GLIBAEUR) | COM CLASS A | 36164V305 | $30.6K | 550,000 | 5.3% |
| Moodys Corp(MCO) | COM | 615369105 | $19.9K | 110,000 | 3.5% |
| Middleby Corp(MIDD) | COM | 596278101 | $10.4K | 80,000 | 1.8% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $5.8K | 100,000 | 1.0% |