Q2 2019 Holdings
Filed 2019-08-13 | 16 holdings | $277.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Anadarko Pete Corp(APC3EUR) | COM | 032511107 | $36.0K | 510,000 | 13.0% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $33.3K | 200,700 | 12.0% |
| RED HAT Inc | COM | 756577102 | $31.0K | 165,000 | 11.2% |
| Suntrust BKS Inc | COM | 867914103 | $26.7K | 424,654 | 9.6% |
| Allergan PLC | SHS | G0177J108 | $25.1K | 150,000 | 9.1% |
| Celgene Corp(CELG) | COM | 151020104 | $22.4K | 242,000 | 8.1% |
| Wabco Hldgs Inc(WBC1EUR) | COM | 92927K102 | $18.8K | 142,000 | 6.8% |
| FOX Corp(FOXA) | CL A COM | 35137L105 | $14.2K | 388,532 | 5.1% |
| Cray Inc(CRAY) | COM NEW | 225223304 | $14.1K | 403,660 | 5.1% |
| Spark Therapeutics Inc | COM | 84652J103 | $12.9K | 126,000 | 4.7% |
| Versum Matls Inc | COM | 92532W103 | $12.4K | 240,000 | 4.5% |
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $9.5K | 800,000 | 3.4% |
| Mellanox Technologies LTD | SHS | M51363113 | $8.9K | 80,100 | 3.2% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $6.7K | 145,000 | 2.4% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $4.2K | 56,484 | 1.5% |
| 3M Co(MMM) | COM | 88579Y101 | $1.1K | 6,506 | 0.4% |