Q4 2017 Holdings
Filed 2018-02-12 | 8 holdings | $204.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $203.6M | 606,029 | 99.7% |
| Moodys Corp(MCO) | COM | 615369105 | $152.6K | 1,034,075 | 0.1% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $128.4K | 2,500,000 | 0.1% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $110.2K | 674,676 | 0.1% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $107.1K | 389,998 | 0.1% |
| Liberty Global PLC | SHS CL C | G5480U120 | $95.9K | 2,835,333 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $57.0K | 500,000 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $28.2K | 186,000 | 0.0% |