Q1 2018 Holdings
Filed 2018-05-15 | 8 holdings | $41.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autozone Inc(AZO) | COM | 053332102 | $40.8M | 62,850 | 99.1% |
| Athene Hldg LTD | CL A | G0684D107 | $91.7K | 1,918,704 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $69.7K | 582,433 | 0.2% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $64.1K | 365,764 | 0.2% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $62.1K | 617,888 | 0.2% |
| Time Warner Inc | COM NEW | 887317303 | $42.1K | 445,376 | 0.1% |
| Twenty First Centy FOX Inc | CL B | 90130A200 | $34.3K | 943,300 | 0.1% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $24.7K | 99,975 | 0.1% |