Q1 2019 Holdings
Filed 2019-05-15 | 11 holdings | $263.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $261.0M | 1,675,000 | 99.1% |
| Spirit Aerosystems Hldgs Inc(S9Q) | COM CL A | 848574109 | $549.2K | 6,000,000 | 0.2% |
| Bank Amer Corp(BAC) | COM | 060505104 | $331.1K | 12,000,000 | 0.1% |
| New York Times Co(NYT) | CL A | 650111107 | $328.5K | 10,000,000 | 0.1% |
| Ferrari N V(RACE) | COM | N3167Y103 | $267.6K | 2,000,000 | 0.1% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $218.1K | 125,000 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $205.3K | 175,000 | 0.1% |
| Gray Television Inc(GTN) | COM | 389375106 | $170.9K | 8,000,000 | 0.1% |
| Altaba Inc(AABAUSD) | COM | 021346101 | $137.1K | 1,850,000 | 0.1% |
| Boeing Co(BA) | COM | 097023105 | $117.7K | 308,500 | 0.0% |
| Novocure LTD(NVCR) | ORD SHS | G6674U108 | $84.3K | 1,750,000 | 0.0% |