Q1 2019 Holdings
Filed 2019-05-14 | 6 holdings | $299.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications(CHTR) | COMM | 16119P108 | $298.3M | 859,850 | 99.7% |
| Transdigm Group Inc(TDG) | COMM | 893641100 | $291.7K | 642,485 | 0.1% |
| Moodys Corp(MCO) | COMM | 615369105 | $204.7K | 1,130,261 | 0.1% |
| O'reilly Auto Parts(ORLY) | COMM | 67103H107 | $119.9K | 308,729 | 0.0% |
| Mastercard Inc CL A(MA) | COMM | 57636Q104 | $93.5K | 396,940 | 0.0% |
| Visa Inc CL A(V) | COMM | 92826C839 | $44.1K | 282,516 | 0.0% |