Q4 2017 Holdings
Filed 2018-02-13 | 11 holdings | $73.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Broadband(LBRDK) | Common Stocks | 530307305 | $11.5K | 135,000 | 15.7% |
| Vantiv Inc | Common Stocks | 92210H105 | $11.4K | 155,000 | 15.5% |
| Zimmer Biomet Hldgs Inc(ZBH) | Common Stocks | 98956P102 | $10.9K | 90,000 | 14.8% |
| Expedia Inc(EXPE) | Common Stocks | 30212P303 | $9.1K | 76,250 | 12.5% |
| Davita Inc(DVA) | Common Stocks | 23918K108 | $7.9K | 110,000 | 10.8% |
| Yelp Inc(YELP) | Common Stocks | 985817105 | $5.9K | 139,700 | 8.0% |
| Envision Healthcare Corp | Common Stocks | 29414D100 | $4.3K | 125,000 | 5.9% |
| Och-Ziff Cap Mgmt Group | CL A | 67551U105 | $3.4K | 1,357,200 | 4.6% |
| Equifax Inc(EFX) | Common Stocks | 294429105 | $3.1K | 26,000 | 4.2% |
| Alliance Data Systems Corp(BFH) | Common Stocks | 018581108 | $3.0K | 12,000 | 4.1% |
| Global Eagle Entmt Inc | Common Stocks | 37951D102 | $2.8K | 1,224,058 | 3.8% |