Q1 2017 Holdings
Filed 2017-05-15 | 10 holdings | $2.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zillow Group, Inc(Z) | CLC | 98954M200 | $874.1K | 25,959,897 | 33.9% |
| Amaya, Inc | COM | 02314M108 | $482.5K | 28,383,795 | 18.7% |
| Zillow Group, Inc(ZG) | CLA | 98954M101 | $451.7K | 13,360,188 | 17.5% |
| Grubhub, Inc | COM | 400110102 | $315.2K | 9,582,509 | 12.2% |
| Martin Marietta Materials, Inc(MLM) | COM | 573284106 | $156.5K | 716,839 | 6.1% |
| Vulcan Materials Co(VMC) | COM | 929160109 | $134.3K | 1,114,323 | 5.2% |
| Truecar, Inc(5TC) | COM | 89785L107 | $71.6K | 4,629,739 | 2.8% |
| Activision Blizzard, Inc(ATVIEUR) | COM | 00507V109 | $56.2K | 1,127,740 | 2.2% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $29.6K | 252,141 | 1.1% |
| Zhaopin LTD | ADR | 98954L103 | $5.7K | 331,262 | 0.2% |