Q2 2015 Holdings
Filed 2015-08-14 | 7 holdings | $313.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COMM | 893641100 | $97.4K | 433,621 | 31.1% |
| Charter Communications | COMM | 16117M305 | $55.0K | 321,085 | 17.5% |
| Liberty Global CL C | COMM | G5480U120 | $53.6K | 1,057,794 | 17.1% |
| Moodys Corp(MCO) | COMM | 615369105 | $50.4K | 466,915 | 16.1% |
| Mastercard Inc CL A(MA) | COMM | 57636Q104 | $37.0K | 395,390 | 11.8% |
| Visa Inc CL A(V) | COMM | 92826C839 | $18.8K | 280,076 | 6.0% |
| Interactive Brokers(IBKR) | COMM | 45841N107 | $1.4K | 33,101 | 0.4% |