Q1 2018 Holdings
Filed 2018-05-15 | 7 holdings | $424.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $101.6K | 2,243,440 | 23.9% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $80.5K | 249,279 | 19.0% |
| Interactive Brokers Group in(IBKR) | COM | 45841N107 | $76.6K | 1,139,765 | 18.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $51.6K | 144,672 | 12.1% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $49.6K | 922,152 | 11.7% |
| Stars Group Inc | COM | 85570W100 | $39.5K | 1,431,900 | 9.3% |
| New York Times Co(NYT) | CL A | 650111107 | $25.3K | 1,050,000 | 6.0% |