Q3 2019 Holdings
Filed 2019-11-14 | 13 holdings | $309.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $63.9K | 625,000 | 20.6% |
| WIX COM LTD(WIX) | SHS | M98068105 | $58.4K | 500,000 | 18.8% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $35.1K | 335,000 | 11.3% |
| Snap Inc(SNAP) | CL A | 83304A106 | $30.5K | 1,929,900 | 9.8% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $26.7K | 96,800 | 8.6% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $26.3K | 1,000,000 | 8.5% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $24.1K | 2,500,000 | 7.8% |
| CBS Corp New | CL B | 124857202 | $12.1K | 300,000 | 3.9% |
| Greensky Inc | CL A | 39572G100 | $12.0K | 1,750,000 | 3.9% |
| Uniti Group Inc | COM | 91325V108 | $10.9K | 1,400,000 | 3.5% |
| Noodles & Co(NDLSUSD) | COM CL A | 65540B105 | $9.6K | 1,700,000 | 3.1% |
| Nutanix Inc(NTNX)Call | CL A | 67059N108 | $138 | 5,000 | 0.0% |
| Nexstar Media Group Inc(NXST)Call | CL A | 65336K103 | $116 | 308 | 0.0% |