Q2 2017 Holdings
Filed 2017-08-14 | 16 holdings | $501.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Powershares QQQ TrustPut | UNIT SER 1 | 73935A104 | $151.4K | 1,100,000 | 30.2% |
| New York Times Co(NYT) | CL A | 650111107 | $123.9K | 7,000,000 | 24.7% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $55.6K | 1,656,000 | 11.1% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $44.5K | 1,440,000 | 8.9% |
| Amazon COM Inc(AMZN)Put | COM | 023135106 | $43.6K | 45,000 | 8.7% |
| SK Telecom LTD | SPONSORED ADR | 78440P108 | $33.4K | 1,300,000 | 6.6% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $11.7K | 300,000 | 2.3% |
| Manitowoc Inc | COM | 563571108 | $9.0K | 1,500,000 | 1.8% |
| Interface Inc(TILE) | COM | 458665304 | $7.0K | 355,000 | 1.4% |
| Commercial Metals Co(CMC) | COM | 201723103 | $6.0K | 310,000 | 1.2% |
| Quantenna Communications Inc | COM | 74766D100 | $5.7K | 300,000 | 1.1% |
| Cliffs NAT RES Inc | COM | 18683K101 | $3.1K | 450,000 | 0.6% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $3.1K | 25,000 | 0.6% |
| Surgery Partners Inc(SGRY) | COM | 86881A100 | $2.3K | 100,000 | 0.5% |
| Suncoke Energy Inc(SXC) | COM | 86722A103 | $1.6K | 150,000 | 0.3% |
| Hc2 Hldgs Inc | COM | 404139107 | $59 | 10,000 | 0.0% |