Q2 2019 Holdings
Filed 2019-08-14 | 14 holdings | $327.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| WIX COM LTD(WIX) | SHS | M98068105 | $78.2K | 550,000 | 23.9% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $50.5K | 500,000 | 15.4% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $34.9K | 335,000 | 10.7% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $31.7K | 110,000 | 9.7% |
| Snap Inc(SNAP) | CL A | 83304A106 | $27.9K | 1,949,600 | 8.5% |
| Greensky Inc | CL A | 39572G100 | $21.5K | 1,750,000 | 6.6% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $20.0K | 350,000 | 6.1% |
| SIX Flags Entmt Corp New(SIXEUR) | COM | 83001A102 | $17.3K | 348,265 | 5.3% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $16.7K | 2,500,000 | 5.1% |
| Noodles & Co(NDLSUSD) | COM CL A | 65540B105 | $13.4K | 1,700,000 | 4.1% |
| Uniti Group Inc | COM | 91325V108 | $13.3K | 1,400,000 | 4.1% |
| Broadcom Inc(AVGO)Call | COM | 11135F101 | $745 | 1,000 | 0.2% |
| Invesco QQQ TR(QQQ)Put | UNIT SER 1 | 46090E103 | $698 | 6,000 | 0.2% |
| Vaneck Vectors ETF TR(SMH)Put | SEMICONDUCTOR ET | 92189F676 | $312 | 6,000 | 0.1% |