Q1 2015 Holdings
Filed 2015-05-14 | 6 holdings | $200.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm(TDG) | COMM | 893641100 | $50.7K | 231,750 | 25.3% |
| Moodys Corp(MCO) | COMM | 615369105 | $44.9K | 432,216 | 22.4% |
| Liberty Global Inc | COMM | G5480U120 | $40.0K | 803,394 | 20.0% |
| Mastercard Inc(MA) | COMM | 57636Q104 | $26.9K | 311,690 | 13.5% |
| Visa Inc(V) | COMM | 92826C839 | $22.6K | 345,076 | 11.3% |
| Charter Communications | COMM | 16117M305 | $15.0K | 77,850 | 7.5% |