Q3 2017 Holdings
Filed 2017-11-14 | 6 holdings | $706.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $197.6K | 773,100 | 28.0% |
| Santander Consumer USA HDG I(SC) | COM | 80283M101 | $193.4K | 12,584,800 | 27.4% |
| Companhia de Saneamento Basi(SAJA) | SPONSORED ADR | 20441A102 | $130.8K | 12,509,300 | 18.5% |
| Moodys Corp(MCO) | COM | 615369105 | $91.9K | 660,000 | 13.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $76.9K | 731,000 | 10.9% |
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $15.7K | 379,000 | 2.2% |