Q1 2021 Holdings
Filed 2021-05-17 | 13 holdings | $18.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc(CHTR) | COM | 16119P108 | $14.2M | 23,000 | 77.4% |
| Cloudflare Inc(NET) | COM | 18915M107 | $2.1M | 30,000 | 11.5% |
| Draft Kings(DKNG1USD) | COM | 26142R104 | $1.0M | 16,743,300 | 5.6% |
| Olo Inc.(OLOGBX) | COM | 68134L109 | $903.1K | 34,220,439 | 4.9% |
| Marvell Technology Group LTD(MRVL) | COM | G5876H105 | $15.2K | 310,000 | 0.1% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $14.6K | 80,000 | 0.1% |
| Equinix Inc(EQIX) | COM | 29444U700 | $13.6K | 20,000 | 0.1% |
| Analog Devices(ADI) | COM | 032654105 | $13.2K | 85,000 | 0.1% |
| SBA Comms Corp(SBAC) | COM | 78410G104 | $11.1K | 40,000 | 0.1% |
| Dish Network Corp(DISH) | COM | 25470M109 | $9.1K | 250,000 | 0.0% |
| Liberty Global | COM | G5480U120 | $8.3K | 325,000 | 0.0% |
| Twilio Inc(TWLO) | COM | 90138F102 | $7.5K | 22,000 | 0.0% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $3.1K | 25,000 | 0.0% |