Q3 2017 Holdings
Filed 2017-11-14 | 5 holdings | $195.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $77.5K | 303,137 | 39.6% |
| Liberty Interactive Corp | LBT VEN COM A NE | 53071M856 | $39.3K | 682,892 | 20.1% |
| Star Gas Partners L P(SGU) | UNIT LTD PARTNR | 85512C105 | $34.0K | 2,993,460 | 17.4% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $28.7K | 330,391 | 14.7% |
| American Tower Corp New(AMT) | COM | 03027X100 | $16.0K | 117,120 | 8.2% |