Q1 2019 Holdings
Filed 2019-05-14 | 13 holdings | $188.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Suntrust BKS Inc | COM | 867914103 | $23.9K | 403,400 | 12.7% |
| Versum Matls Inc | COM | 92532W103 | $23.6K | 470,000 | 12.6% |
| Spark Therapeutics Inc | COM | 84652J103 | $22.8K | 200,000 | 12.1% |
| Wabco Hldgs Inc(WBC1EUR) | COM | 92927K102 | $21.1K | 160,000 | 11.2% |
| Mellanox Technologies LTD | SHS | M51363113 | $20.7K | 175,000 | 11.0% |
| Harris Corp del | COM | 413875105 | $15.8K | 99,000 | 8.4% |
| FOX Corp(FOXA) | CL A COM | 35137L105 | $14.6K | 398,332 | 7.8% |
| RED HAT Inc | COM | 756577102 | $14.3K | 78,000 | 7.6% |
| First Data Corp New(FDC) | COM CL A | 32008D106 | $12.9K | 489,900 | 6.8% |
| Tribune Media Co(TRCO) | CL A | 896047503 | $9.3K | 200,806 | 4.9% |
| Celgene Corp(CELG) | COM | 151020104 | $5.7K | 60,000 | 3.0% |
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $2.6K | 300,000 | 1.4% |
| Ultimate Software Group Inc | COM | 90385D107 | $1.1K | 3,263 | 0.6% |