Q3 2017 Holdings
Filed 2017-11-14 | 10 holdings | $425.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $134.4K | 2,083,560 | 31.6% |
| Tempur Sealy Intl Inc(SGI)Call | COM | 88023U101 | $68.9K | 1,067,600 | 16.2% |
| Interactive Brokers Group in(IBKR) | COM | 45841N107 | $51.3K | 1,139,765 | 12.1% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $37.1K | 922,152 | 8.7% |
| Stars Group Inc | COM | 85570W100 | $35.9K | 1,756,900 | 8.4% |
| Msci Inc(MSCI) | COM | 55354G100 | $29.5K | 252,218 | 6.9% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $23.2K | 89,572 | 5.5% |
| Moodys Corp(MCO) | COM | 615369105 | $21.0K | 150,670 | 4.9% |
| New York Times Co(NYT) | CL A | 650111107 | $20.6K | 1,050,000 | 4.8% |
| Wells Fargo Co New | *W EXP 10/28/201 | 949746119 | $3.5K | 161,165 | 0.8% |