Q4 2018 Holdings
Filed 2019-02-14 | 7 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $554.7K | 1,631,200 | 32.0% |
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $351.5K | 15,066,400 | 20.3% |
| Moodys Corp(MCO) | COM | 615369105 | $226.5K | 1,617,300 | 13.1% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $198.6K | 2,524,900 | 11.4% |
| Santander Consumer USA HDG I(SC) | COM | 80283M101 | $179.7K | 10,214,100 | 10.4% |
| Visa Inc(V) | COM CL A | 92826C839 | $156.7K | 1,187,500 | 9.0% |
| Mellanox Technologies LTD | SHS | M51363113 | $66.9K | 724,000 | 3.9% |