Q1 2018 Holdings
Filed 2018-05-15 | 10 holdings | $878.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Interactive Corp | COM SER A | 53071M104 | $159.5K | 6,338,497 | 18.2% |
| Zebra Technologies Corp(ZBRA) | COM SER A | 989207105 | $137.7K | 989,576 | 15.7% |
| CDW Corp(CDW) | COM | 12514G108 | $119.8K | 1,704,070 | 13.6% |
| Wesco Aircraft Hldgs Inc | COM | 950814103 | $110.9K | 10,817,428 | 12.6% |
| GCI Liberty Inc(GLIBAEUR) | COM SER A | 36164V305 | $101.4K | 1,918,082 | 11.5% |
| L Brands Inc | COM | 501797104 | $96.4K | 2,523,582 | 11.0% |
| Iron MTN Inc(IRM) | COM | 46284V101 | $59.7K | 1,816,574 | 6.8% |
| Commscope Holding Co Inc(VISN) | COM | 20337X109 | $54.7K | 1,369,698 | 6.2% |
| Valmont Industries Inc(VMI) | COM | 920253101 | $26.3K | 179,680 | 3.0% |
| Corporacion Amer Arpts SA(CAAP) | COM | L1995B107 | $12.0K | 971,400 | 1.4% |