Q2 2019 Holdings
Filed 2019-08-14 | 9 holdings | $14.7M | 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 | $14.6M | 37,000 | 99.7% |
| Liberty Global PLC | SHS CL C | G5480U120 | $14.6K | 550,000 | 0.1% |
| Equinix Inc(EQIX) | COM | 29444U700 | $7.1K | 14,000 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $4.9K | 110,000 | 0.0% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $4.8K | 200,000 | 0.0% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $3.4K | 15,000 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $2.6K | 10,000 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $2.6K | 23,000 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $2.6K | 9,000 | 0.0% |