Q3 2018 Holdings
Filed 2018-11-15 | 8 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sensata Technologies(ST) | COM | N7902X106 | $520.3K | 10,500,159 | 30.1% |
| Nlsn | COM | G6518L108 | $249.2K | 9,009,144 | 14.4% |
| Spgi(SPGI) | COM | 78409V104 | $207.7K | 1,062,834 | 12.0% |
| Googl(GOOGL) | COM | 02079K305 | $205.2K | 170,031 | 11.9% |
| TDG(TDG) | COM | 893641100 | $197.2K | 529,563 | 11.4% |
| FB(META) | COM | 30303M102 | $168.6K | 1,025,000 | 9.8% |
| SAF | COM | 996801916 | $94.6K | 675,000 | 5.5% |
| AIR | COM | F17114939 | $84.8K | 675,000 | 4.9% |