Q2 2017 Holdings
Filed 2017-08-14 | 10 holdings | $380.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $111.2K | 2,083,560 | 29.2% |
| Tempur Sealy Intl Inc(SGI)Call | COM | 88023U101 | $57.0K | 1,067,600 | 15.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $45.2K | 922,152 | 11.9% |
| Interactive Brokers Group in(IBKR) | COM | 45841N107 | $42.7K | 1,139,765 | 11.2% |
| Moodys Corp(MCO) | COM | 615369105 | $41.4K | 339,870 | 10.9% |
| Amaya Inc | COM | 02314M108 | $31.4K | 1,756,900 | 8.3% |
| Msci Inc(MSCI) | COM | 55354G100 | $28.2K | 273,913 | 7.4% |
| Wells Fargo Co New | *W EXP 10/28/201 | 949746119 | $8.5K | 380,771 | 2.2% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $7.6K | 137,651 | 2.0% |
| Seritage Growth Pptys(SRG) | CL A | 81752R100 | $7.3K | 175,000 | 1.9% |