Q4 2017 Holdings
Filed 2018-02-14 | 11 holdings | $29.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Habit Restaurants Inc | COM CL A | 40449J103 | $17.4K | 1,819,480 | 59.4% |
| Macerich Co(MAC) | COM | 554382101 | $6.6K | 100,000 | 22.4% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $905 | 4,105 | 3.1% |
| Parsley Energy Inc | CL A | 701877102 | $786 | 26,697 | 2.7% |
| Liberty Media Corp Delaware(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $671 | 16,912 | 2.3% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $586 | 2,618 | 2.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $583 | 14,080 | 2.0% |
| Anadarko Pete Corp(APC3EUR) | COM | 032511107 | $470 | 8,753 | 1.6% |
| Broadcom LTD(AVGO) | SHS | Y09827109 | $470 | 1,831 | 1.6% |
| Liberty Interactive Corp | QVC GP COM SER A | 53071M104 | $454 | 18,610 | 1.6% |
| Affiliated Managers Group(AMG) | COM | 008252108 | $388 | 1,888 | 1.3% |