Q1 2018 Holdings
Filed 2018-05-15 | 7 holdings | $870.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $250.8K | 817,200 | 28.8% |
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $139.8K | 4,399,100 | 16.1% |
| Santander Consumer USA HDG I(SC) | COM | 80283M101 | $124.2K | 7,621,300 | 14.3% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $100.7K | 1,515,000 | 11.6% |
| Visa Inc(V) | COM CL A | 92826C839 | $91.6K | 766,000 | 10.5% |
| Moodys Corp(MCO) | COM | 615369105 | $85.7K | 531,000 | 9.8% |
| Companhia de Saneamento Basi(SAJA) | SPONSORED ADR | 20441A102 | $77.2K | 7,291,100 | 8.9% |