Q2 2019 Holdings
Filed 2019-08-14 | 21 holdings | $225.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Stars Group Inc | COM | 85570W100 | $101.6K | 5,949,500 | 45.1% |
| FOX Corp(FOXA) | CL A COM | 35137L105 | $31.2K | 852,200 | 13.9% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $18.5K | 3,011,000 | 8.2% |
| Stars Group IncCall | COM | 85570W100 | $14.7K | 860,000 | 6.5% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $14.5K | 382,400 | 6.5% |
| Apollo Global Mgmt LLC | CL A SHS | 037612306 | $8.6K | 251,000 | 3.8% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $8.6K | 85,200 | 3.8% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $7.3K | 135,300 | 3.2% |
| SS&C Technologies Hldgs Inc(SSNC) | COM | 78467J100 | $6.9K | 120,000 | 3.1% |
| Anthem Inc(ELV) | COM | 036752103 | $5.6K | 20,000 | 2.5% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $4.2K | 25,000 | 1.8% |
| Copart Inc(CPRT) | COM | 217204106 | $3.4K | 45,000 | 1.5% |