Q2 2017 Holdings
Filed 2017-08-14 | 7 holdings | $232.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $81.4K | 302,770 | 35.0% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $44.3K | 633,584 | 19.0% |
| Liberty Interactive Corp | LBT VEN COM A NE | 53071M856 | $37.5K | 716,504 | 16.1% |
| American Tower Corp New(AMT) | COM | 03027X100 | $32.8K | 247,631 | 14.1% |
| Star Gas Partners L P(SGU) | UNIT LTD PARTNR | 85512C105 | $25.3K | 2,332,613 | 10.9% |
| Mindbody Inc | COM CL A | 60255W105 | $9.5K | 350,353 | 4.1% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $1.9K | 25,679 | 0.8% |