Q1 2017 Holdings
Filed 2017-05-15 | 15 holdings | $100.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Allergan PLC | SHS | G0177J108 | $31.8K | 132,986 | 31.8% |
| Amaya Inc | COM | 02314M108 | $16.0K | 943,535 | 16.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $10.9K | 73,181 | 10.8% |
| Centene Corp del(CNC) | COM | 15135B101 | $9.4K | 131,300 | 9.4% |
| Tyson Foods Inc(TSN) | CL A | 902494103 | $6.2K | 100,902 | 6.2% |
| Aetna Inc New | COM | 00817Y108 | $6.1K | 47,900 | 6.1% |
| Transunion(TRU) | COM | 89400J107 | $3.3K | 86,588 | 3.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $3.2K | 3,900 | 3.2% |
| Equifax Inc(EFX) | COM | 294429105 | $3.1K | 22,662 | 3.1% |
| Bank Amer Corp(BAC) | COM | 060505104 | $2.1K | 87,200 | 2.1% |
| Morgan Stanley(MS) | COM NEW | 617446448 | $2.0K | 47,400 | 2.0% |
| Blackstone Group L P(BXUSD) | COM UNIT LTD | 09253U108 | $2.0K | 67,600 | 2.0% |
| Facebook Inc(META) | CL A | 30303M102 | $2.0K | 14,000 | 2.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.3K | 1,500 | 1.3% |
| Playa Hotels & Resorts NV | SHS | N70544106 | $737 | 70,173 | 0.7% |