Q2 2018 Holdings
Filed 2018-08-14 | 7 holdings | $996.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $303.8K | 880,200 | 30.5% |
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $202.2K | 6,536,100 | 20.3% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $115.7K | 1,576,819 | 11.6% |
| Visa Inc(V) | COM CL A | 92826C839 | $100.3K | 757,000 | 10.1% |
| Santander Consumer USA HDG I(SC) | COM | 80283M101 | $93.8K | 4,914,700 | 9.4% |
| Moodys Corp(MCO) | COM | 615369105 | $90.6K | 531,000 | 9.1% |
| Companhia de Saneamento Basi(SAJA) | SPONSORED ADR | 20441A102 | $90.2K | 15,007,700 | 9.1% |