Q1 2018 Holdings
Filed 2018-05-15 | 10 holdings | $62.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Worldpay Inc(WP) | Common Stocks | 981558109 | $12.7K | 155,000 | 20.4% |
| Expedia Group Inc(EXPE) | Common Stocks | 30212P303 | $9.5K | 85,750 | 15.1% |
| Liberty Broadband(LBRDK) | Common Stocks | 530307305 | $8.1K | 95,000 | 13.0% |
| Yelp Inc(YELP) | Common Stocks | 985817105 | $7.9K | 189,450 | 12.6% |
| Davita Inc(DVA) | Common Stocks | 23918K108 | $7.3K | 110,000 | 11.6% |
| Envision Healthcare Corp | Common Stocks | 29414D900 | $6.0K | 155,000 | 9.5% |
| Alliance Data Systems Corp(BFH) | Common Stocks | 018581108 | $5.9K | 27,500 | 9.3% |
| Och-Ziff Capital Managemen | CL A | 67551U105 | $2.1K | 776,166 | 3.3% |
| Global Eagle Entertainment I | Common Stocks | 37951D102 | $1.8K | 1,224,058 | 2.9% |
| Call Envision Health 06/15/2018Call | Call Options | 0OP490353 | $1.4K | $820,000 | 2.3% |