Q2 2013 Holdings
Filed 2013-08-14 | 16 holdings | $951.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Block H & R Inc(HRB) | COM | 093671105 | $138.8K | 5,000,000 | 14.6% |
| Workday Inc(WDAY) | CL A | 98138H101 | $128.2K | 2,000,000 | 13.5% |
| Netflix Inc(NFLX) | COM | 64110L106 | $104.5K | 495,000 | 11.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $81.2K | 517,783 | 8.5% |
| American Tower Corp New(AMT) | COM | 03027X100 | $73.2K | 1,000,000 | 7.7% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $64.5K | 1,059,897 | 6.8% |
| Popular Inc(BPOP) | COM NEW | 733174700 | $44.5K | 1,466,176 | 4.7% |
| News Corp | CL A | 65248E104 | $44.4K | 1,363,200 | 4.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $43.9K | 158,100 | 4.6% |
| Facebook Inc(META) | CL A | 30303M102 | $42.3K | 1,700,000 | 4.4% |
| Lions Gate Entmnt Corp | COM NEW | 535919203 | $38.1K | 1,386,400 | 4.0% |
| Davita Healthcare Partners I(DVA) | COM | 23918K108 | $36.8K | 305,000 | 3.9% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $30.5K | 800,000 | 3.2% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $30.1K | 350,000 | 3.2% |
| Seaworld Entmt Inc(PRKS) | COM | 81282V100 | $26.3K | 750,000 | 2.8% |
| Google Inc | CL A | 38259P508 | $23.8K | 27,000 | 2.5% |