Q2 2020 Holdings
Filed 2020-08-13 | 16 holdings | $91.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $23.8K | 65,258 | 26.1% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $19.4K | 60,000 | 21.2% |
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $6.6K | 540,000 | 7.2% |
| Taubman Ctrs Inc(TCO) | COM | 876664103 | $6.4K | 168,831 | 7.0% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $5.0K | 124,013 | 5.4% |
| Forescout Technologies Inc(FSCTEUR) | COM | 34553D101 | $4.6K | 218,681 | 5.1% |
| EPR Pptys(EPR) | COM SH BEN INT | 26884U109 | $4.4K | 131,841 | 4.8% |
| Sabre Corp(SABR) | COM | 78573M104 | $3.6K | 447,333 | 3.9% |
| Visa Inc(V) | COM CL A | 92826C839 | $3.0K | 15,450 | 3.3% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $3.0K | 10,050 | 3.3% |
| Outfront Media Inc | COM | 69007J106 | $2.8K | 196,424 | 3.0% |
| Seaworld Entmt Inc(PRKS) | COM | 81282V100 | $2.7K | 184,696 | 3.0% |
| TD Ameritrade Hldg Corp(AMT) | COM | 87236Y108 | $2.7K | 74,952 | 3.0% |
| United Airls Hldgs Inc(UAL) | COM | 910047109 | $1.8K | 50,793 | 1.9% |
| Norwegian Cruise Line Hldg L(NCLH) | SHS | G66721104 | $1.5K | 93,184 | 1.7% |
| Central European Media Entrp | CL A NEW | G20045202 | $119 | 33,700 | 0.1% |