Q1 2021 Holdings
Filed 2021-05-17 | 53 holdings | $628.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $79.0M | 127,981 | 12.6% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $153.6M | 1,081,824 | 24.4% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $357.5M | 751,982 | 56.9% |