Q4 2020 Holdings
Filed 2021-02-12 | 12 holdings | $15.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc(CHTR) | COM | 16119P108 | $14.6M | 22,000 | 94.4% |
| Draft Kings(DKNG1USD) | COM | 26142R104 | $779.6K | 16,743,300 | 5.1% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $13.3K | 80,000 | 0.1% |
| Marvell Technology Group LTD(MRVL) | COM | G5876H105 | $13.1K | 275,000 | 0.1% |
| Equinix Inc(EQIX) | COM | 29444U700 | $12.9K | 18,000 | 0.1% |
| Analog Devices(ADI) | COM | 032654105 | $9.6K | 65,000 | 0.1% |
| SBA Comms Corp(SBAC) | COM | 78410G104 | $9.6K | 34,000 | 0.1% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $8.5K | 60,000 | 0.1% |
| Twilio Inc(TWLO) | COM | 90138F102 | $6.1K | 18,000 | 0.0% |
| Vmware Inc(VMWEUR) | COM | 928563402 | $5.9K | 42,000 | 0.0% |
| Dish Network Corp(DISH) | COM | 25470M109 | $4.2K | 130,000 | 0.0% |
| Liberty Global | COM | G5480U120 | $2.4K | 100,000 | 0.0% |