Q4 2015 Holdings
Filed 2016-02-12 | 7 holdings | $536.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $98.8K | 3,000,000 | 18.4% |
| Liberty Global PLC | SHS CL C | G5480U120 | $83.6K | 2,050,000 | 15.6% |
| Charter Communication Inc D | CL A NEW | 16117M305 | $82.4K | 450,000 | 15.4% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $76.4K | 334,243 | 14.2% |
| Moodys Corp(MCO) | COM | 615369105 | $72.7K | 725,000 | 13.6% |
| Davita Healthcare Partners Inc(DVA) | COM | 23918K108 | $69.7K | 1,000,000 | 13.0% |
| SBA Communications Corp | COM | 78388J106 | $52.5K | 500,000 | 9.8% |