Q3 2020 Holdings
Filed 2020-11-13 | 12 holdings | $13.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc(CHTR) | COM | 16119P108 | $12.5M | 20,000 | 90.3% |
| Draft Kings(DKNG1USD) | COM | 26142R104 | $1.3M | 21,715,872 | 9.2% |
| Equinix Inc(EQIX) | COM | 29444U700 | $11.4K | 15,000 | 0.1% |
| Marvell Technology Group LTD(MRVL) | COM | G5876H105 | $9.9K | 250,000 | 0.1% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $9.7K | 75,000 | 0.1% |
| SBA Comms Corp(SBAC) | COM | 78410G104 | $9.6K | 30,000 | 0.1% |
| Analog Devices(ADI) | COM | 032654105 | $6.4K | 55,000 | 0.0% |
| Vmware Inc(VMWEUR) | COM | 928563402 | $6.0K | 42,000 | 0.0% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $5.7K | 55,000 | 0.0% |
| Twilio Inc(TWLO) | COM | 90138F102 | $4.4K | 18,000 | 0.0% |
| Liberty Global | COM | G5480U120 | $4.1K | 200,000 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $3.4K | 18,000 | 0.0% |