Q4 2019 Holdings
Filed 2020-02-14 | 19 holdings | $240.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Stars Group Inc | COM | 85570W100 | $139.4K | 5,343,000 | 57.9% |
| Zynga CL A ORD(ZNGAEUR) | CL A | 98986T108 | $27.7K | 4,520,000 | 11.5% |
| Yandex NV(NBIS) | SHS CLASS A | N97284108 | $15.3K | 352,000 | 6.4% |
| FOX Corp(FOXA) | CL A COM | 35137L105 | $13.0K | 351,800 | 5.4% |
| Salesforce.com Inc(CRM) | COM | 79466L302 | $9.8K | 60,300 | 4.1% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $7.7K | 65,300 | 3.2% |
| Sinclair Broadcast Group(2362120D) | CL A | 829226109 | $7.0K | 210,900 | 2.9% |
| Tencent Music Entertainm(TME) | COM | 88034P109 | $6.5K | 550,000 | 2.7% |
| Apollo Global Management Inc(APOEUR) | COM CL A | 03768E105 | $6.2K | 130,000 | 2.6% |
| Anthem Inc | COM | 94973V107 | $4.5K | 15,000 | 1.9% |
| SS&C Technologies Holdings(SSNC) | COM | 78467J100 | $3.7K | 60,000 | 1.5% |