Q1 2019 Holdings
Filed 2019-05-15 | 12 holdings | $106.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| KAR Auction Svcs Inc(OPLN) | COM | 48238T109 | $24.4K | 474,651 | 22.8% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $13.0K | 120,000 | 12.2% |
| Interxion Holding N.v | SHS | N47279109 | $12.3K | 185,000 | 11.6% |
| Altaba Inc(AABAUSD) | COM | 021346101 | $11.0K | 148,200 | 10.3% |
| Equinix Inc(EQIX) | COM | 29444U700 | $10.4K | 23,000 | 9.8% |
| Constellium NV(CSTM) | CL A | N22035104 | $9.2K | 1,149,798 | 8.6% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $4.9K | 47,347 | 4.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $4.7K | 40,000 | 4.4% |
| Bank Amer Corp(BAC) | COM | 060505104 | $4.5K | 161,663 | 4.2% |
| General Mtrs Co(GM) | COM | 37045V100 | $4.4K | 118,000 | 4.1% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $4.1K | 43,000 | 3.8% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $4.0K | 75,000 | 3.8% |