Q1 2016 Holdings
Filed 2016-05-13 | 8 holdings | $614.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Global PLC | SHS CL C | G5480U120 | $95.8K | 2,550,000 | 15.6% |
| Charter Communication Inc D | CL A NEW | 16117M305 | $91.1K | 450,000 | 14.8% |
| Moodys Corp(MCO) | COM | 615369105 | $84.5K | 875,000 | 13.8% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $84.1K | 3,000,000 | 13.7% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $82.6K | 375,000 | 13.5% |
| Davita Healthcare Partners Inc(DVA) | COM | 23918K108 | $62.4K | 850,000 | 10.2% |
| SBA Communications Corp | COM | 78388J106 | $60.1K | 600,000 | 9.8% |
| Visa Inc(V) | COM CL A | 92826C839 | $53.5K | 700,000 | 8.7% |