Q1 2017 Holdings
Filed 2017-05-15 | 14 holdings | $561.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $245.5M | 750,000 | 43.7% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $211.8M | 10,420,000 | 37.7% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $102.5M | 2,000,000 | 18.3% |
| Select Sector Spdr TR(XLF) | SBI INT-FINL | 81369Y605 | $286.2K | 12,060,000 | 0.1% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $196.4K | 13,140,000 | 0.0% |
| Vaneck Vectors ETF TR(GDX) | GOLD MINERS ETF | 92189F106 | $174.4K | 7,645,000 | 0.0% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $161.6K | 1,090,000 | 0.0% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $158.2K | 1,660,000 | 0.0% |
| Tesoro Corp | COM | 881609101 | $147.1K | 1,815,000 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $122.8K | 2,850,000 | 0.0% |
| United States STL Corp New(USX1) | COM | 912909108 | $105.3K | 3,115,000 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $94.9K | 1,119,500 | 0.0% |
| Medicines Co | COM | 584688105 | $33.3K | 680,000 | 0.0% |
| Seaspan Corp | SHS | Y75638109 | $3.9K | 560,000 | 0.0% |