Q4 2019 Holdings
Filed 2020-02-13 | 11 holdings | $138.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wellcare Health Plans Inc | COM | 94946T106 | $42.2K | 127,750 | 30.5% |
| Wabco Hldgs Inc(WBC1EUR) | COM | 92927K102 | $27.5K | 202,900 | 19.9% |
| Medicines Co | COM | 584688105 | $20.3K | 239,331 | 14.7% |
| Allergan PLC | SHS | G0177J108 | $13.5K | 70,803 | 9.8% |
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $8.3K | 607,000 | 6.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $6.7K | 112,500 | 4.9% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $6.1K | 45,400 | 4.4% |
| Interxion Holding N.v | SHS | N47279109 | $4.2K | 50,000 | 3.0% |
| Qiagen NV(QGEN) | SHS NEW | N72482123 | $4.0K | 119,000 | 2.9% |
| Anixter Intl Inc(AXE3EUR) | COM | 035290105 | $2.9K | 31,670 | 2.1% |
| The Charles Schwab Corporati(SCHW) | COM | 808513105 | $2.6K | 54,185 | 1.9% |