Q3 2019 Holdings
Filed 2019-11-14 | 10 holdings | $15.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc CL A COM STK(CHTR) | CL A | 16119P108 | $15.2M | 37,000 | 99.6% |
| Liberty Global PLC COM STK | COM | G5480U120 | $11.9K | 500,000 | 0.1% |
| Equinix Inc COM REIT(EQIX) | COM | 29444U700 | $9.8K | 17,000 | 0.1% |
| Applied Matls Inc COM STK(AMAT) | COM | 038222105 | $7.5K | 150,000 | 0.0% |
| Marvell Technology Group LTD COM STK(MRVL) | COM | G5876H105 | $6.9K | 275,000 | 0.0% |
| Vmware Inc(VMWEUR) | CL A | 928563402 | $6.6K | 44,000 | 0.0% |
| Analog Devices Inc COM STK(ADI) | COM | 032654105 | $6.5K | 58,000 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $6.1K | 22,000 | 0.0% |
| Arista Networks Inc Santa CLA COM STK(ANETEUR) | CL A | 040413106 | $5.7K | 24,000 | 0.0% |
| SBA Communications Corp Boca CL A(SBAC) | CL A | 78410G104 | $2.4K | 10,000 | 0.0% |