Q4 2020 Holdings
Filed 2021-02-12 | 14 holdings | $116.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| DUN & Bradstreet Hldgs Inc(DNB) | COM | 26484T106 | $12.5K | 500,000 | 10.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $11.3K | 51,000 | 9.7% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $11.1K | 18,000 | 9.5% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $10.7K | 30,000 | 9.2% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $9.6K | 13,000 | 8.2% |
| Ball Corp(BALL) | COM | 058498106 | $9.3K | 100,000 | 8.0% |
| Moodys Corp(MCO) | COM | 615369105 | $8.1K | 28,000 | 7.0% |
| Zendesk Inc | COM | 98936J101 | $7.9K | 55,500 | 6.8% |
| Black Knight Inc(BKIEUR) | COM | 09215C105 | $7.1K | 80,000 | 6.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $7.0K | 44,000 | 6.0% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $6.2K | 90,000 | 5.3% |
| Workday Inc(WDAY) | CL A | 98138H101 | $6.0K | 25,000 | 5.1% |
| Neogames S A | SHS | L6673X107 | $5.1K | 135,000 | 4.4% |
| Cannae Hldgs Inc(CNNE) | COM | 13765N107 | $4.9K | 110,000 | 4.2% |