Q4 2017 Holdings
Filed 2018-02-13 | 15 holdings | $222.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Siteone Landscape Supply Inc(SITE) | COM | 82982L103 | $24.6K | 321,116 | 11.1% |
| Dish Network Corp(DISH) | CL A | 25470M109 | $19.7K | 413,380 | 8.9% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $16.7K | 489,597 | 7.5% |
| Liberty Media Corp Delaware(LM05) | COM SER A FRMLA | 531229870 | $16.5K | 504,915 | 7.4% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $16.1K | 58,700 | 7.2% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $15.9K | 97,148 | 7.1% |
| Viasat Inc(VSAT) | COM | 92552V100 | $15.7K | 209,100 | 7.0% |
| Snap Inc(SNAP) | CL A | 83304A106 | $15.3K | 1,050,400 | 6.9% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $14.9K | 453,755 | 6.7% |
| Azul S A | SPONSR ADR PFD | 05501U106 | $13.3K | 556,801 | 6.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $13.2K | 179,379 | 5.9% |
| Telecom Argentina S A(TEO) | SPON ADR REP B | 879273209 | $12.2K | 333,398 | 5.5% |
| Aptiv PLC(APTV) | SHS | G6095L109 | $11.1K | 131,200 | 5.0% |
| Symantec Corp | COM | 871503108 | $9.3K | 330,617 | 4.2% |
| Liberty Media Corp Delaware(BATRAUSD) | COM A BRAVES GRP | 531229706 | $7.8K | 354,679 | 3.5% |