Q3 2017 Holdings
Filed 2017-11-14 | 15 holdings | $191.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ally Finl Inc(ALLY) | COM | 02005N100 | $82.0M | 3,379,902 | 42.7% |
| Camping World Hldgs Inc(CWH) | CL A | 13462K109 | $60.2M | 1,478,480 | 31.4% |
| Autodesk Inc(ADSK) | COM | 052769106 | $49.0M | 436,545 | 25.5% |
| Broadcom LTD(AVGO) | SHS | Y09827109 | $105.4K | 434,633 | 0.1% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $81.0K | 1,194,711 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $73.1K | 76,178 | 0.0% |
| Hyatt Hotels Corp(H) | COM CL A | 448579102 | $70.0K | 1,133,522 | 0.0% |
| MGM Growth Pptys LLC(MGP) | CL A COM | 55303A105 | $62.0K | 2,053,843 | 0.0% |
| DXC Technology Co(DXC) | COM | 23355L106 | $57.4K | 667,887 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $47.7K | 348,790 | 0.0% |
| Adient PLC(ADNT) | ORD SHS | G0084W101 | $39.9K | 474,722 | 0.0% |
| Adamas Pharmaceuticals Inc(ADMSEUR) | COM | 00548A106 | $36.0K | 1,701,477 | 0.0% |
| Madison Square Garden Co New(MSGS) | CL A | 55825T103 | $31.7K | 147,972 | 0.0% |
| Inphi Corp(IPHI) | COM | 45772F107 | $23.0K | 579,500 | 0.0% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $18.9K | 160,091 | 0.0% |