Q4 2017 Holdings
Filed 2018-02-14 | 9 holdings | $449.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $106.2K | 1,693,440 | 23.6% |
| Interactive Brokers Group in(IBKR) | COM | 45841N107 | $67.5K | 1,139,765 | 15.0% |
| Tempur Sealy Intl Inc(SGI)Call | COM | 88023U101 | $66.9K | 1,067,600 | 14.9% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $61.2K | 211,815 | 13.6% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $45.5K | 144,672 | 10.1% |
| Stars Group Inc | COM | 85570W100 | $40.9K | 1,756,900 | 9.1% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $37.7K | 922,152 | 8.4% |
| New York Times Co(NYT) | CL A | 650111107 | $19.4K | 1,050,000 | 4.3% |
| Msci Inc(MSCI) | COM | 55354G100 | $4.2K | 33,482 | 0.9% |