Q4 2017 Holdings
Filed 2018-02-14 | 11 holdings | $82.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Allergan PLC | SHS | G0177J108 | $14.2K | 86,500 | 17.1% |
| Time Warner Inc | COM NEW | 887317303 | $13.2K | 144,200 | 16.0% |
| Stars Group Inc | COM | 85570W100 | $10.4K | 448,735 | 12.6% |
| Equifax Inc(EFX) | COM | 294429105 | $9.8K | 83,290 | 11.9% |
| Centene Corp del(CNC) | COM | 15135B101 | $8.5K | 83,950 | 10.3% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $7.3K | 46,912 | 8.9% |
| Playa Hotels & Resorts NV | SHS | N70544106 | $6.1K | 564,700 | 7.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $6.0K | 5,780 | 7.3% |
| Facebook Inc(META) | CL A | 30303M102 | $3.0K | 17,000 | 3.6% |
| CBS Corp New | CL B | 124857202 | $2.4K | 41,200 | 2.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.6K | 1,500 | 1.9% |