Q2 2018 Holdings
Filed 2018-07-25 | 9 holdings | $186.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $40.9K | 1,474,619 | 22.0% |
| Bank Amer Corp(BAC) | COM | 060505104 | $39.2K | 1,392,000 | 21.1% |
| Msci Inc(MSCI) | COM | 55354G100 | $29.0K | 175,200 | 15.6% |
| Visa Inc(V) | COM CL A | 92826C839 | $22.6K | 170,300 | 12.1% |
| Worldpay Inc(WP) | CL A | 981558109 | $16.3K | 199,000 | 8.7% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $12.6K | 62,000 | 6.8% |
| Grupo Supervielle S A(SUPV) | SPONSORED ADR | 40054A108 | $10.6K | 999,063 | 5.7% |
| Cboe Global Markets Inc(CBOE) | COM | 12503M108 | $8.8K | 84,468 | 4.7% |
| CME Group Inc(CME) | COM CL A | 12572Q105 | $6.2K | 38,000 | 3.3% |