Q2 2016 Holdings
Filed 2016-08-15 | 10 holdings | $276.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $53.2K | 962,412 | 19.2% |
| Moodys Corp(MCO) | COM | 615369105 | $51.6K | 550,485 | 18.6% |
| Interactive Brokers Group in(IBKR) | COM | 45841N107 | $40.3K | 1,139,765 | 14.6% |
| Amaya Inc | COM | 02314M108 | $33.0K | 2,158,200 | 11.9% |
| Msci Inc(MSCI) | COM | 55354G100 | $26.8K | 347,803 | 9.7% |
| Mattress Firm Hldg Corp | COM | 57722W106 | $22.1K | 659,313 | 8.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $21.9K | 604,798 | 7.9% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $13.6K | 126,658 | 4.9% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $9.4K | 198,923 | 3.4% |
| Wells Fargo & Co New | *W EXP 10/28/201 | 949746119 | $4.7K | 342,101 | 1.7% |