Q4 2018 Holdings
Filed 2019-02-14 | 9 holdings | $43.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Playa Hotels & Resorts NV | SHS | N70544106 | $6.7K | 926,815 | 15.4% |
| Facebook Inc(META) | CL A | 30303M102 | $6.6K | 50,500 | 15.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $6.6K | 6,373 | 15.3% |
| Centene Corp del(CNC) | COM | 15135B101 | $6.4K | 55,400 | 14.8% |
| Stars Group Inc | COM | 85570W100 | $6.3K | 380,935 | 14.5% |
| Hdfc Bank LTD(HDB) | ADR REPS 3 SHS | 40415F101 | $3.0K | 29,200 | 7.0% |
| Allergan PLC | SHS | G0177J108 | $2.8K | 20,600 | 6.4% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $2.7K | 24,212 | 6.2% |
| Equifax Inc(EFX) | COM | 294429105 | $2.2K | 23,990 | 5.2% |