Q2 2018 Holdings
Filed 2018-08-15 | 8 holdings | $1.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sensata Technologies(ST) | COM | N7902X106 | $501.6K | 10,500,159 | 28.0% |
| Nlsn | COM | G6518L108 | $380.1K | 12,244,401 | 21.2% |
| TDG(TDG) | COM | 893641100 | $259.4K | 749,664 | 14.5% |
| Spgi(SPGI) | COM | 78409V104 | $217.3K | 1,062,834 | 12.1% |
| FB(META) | COM | 30303M102 | $199.8K | 1,025,000 | 11.1% |
| Googl(GOOGL) | COM | 02079K305 | $192.6K | 170,031 | 10.7% |
| SAF | COM | 996801916 | $21.3K | 175,000 | 1.2% |
| AIR | COM | F17114939 | $20.5K | 175,000 | 1.1% |