Q3 2017 Holdings
Filed 2017-11-14 | 13 holdings | $120.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Allergan PLC | SHS | G0177J108 | $29.9K | 145,900 | 24.9% |
| Stars Group Inc | COM | 85570W100 | $14.9K | 727,235 | 12.4% |
| Equifax Inc(EFX) | COM | 294429105 | $14.0K | 132,000 | 11.7% |
| Shire PLC | SPONSORED ADR | 82481R106 | $13.9K | 90,700 | 11.6% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $13.2K | 85,712 | 11.0% |
| Centene Corp del(CNC) | COM | 15135B101 | $7.1K | 73,800 | 5.9% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $6.0K | 60,200 | 5.0% |
| Playa Hotels & Resorts NV | SHS | N70544106 | $5.9K | 564,700 | 4.9% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $5.5K | 5,780 | 4.6% |
| Facebook Inc(META) | CL A | 30303M102 | $2.9K | 17,000 | 2.4% |
| Aetna Inc New | COM | 00817Y108 | $2.8K | 17,500 | 2.3% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $2.5K | 49,500 | 2.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.5K | 1,500 | 1.2% |