Q3 2018 Holdings
Filed 2018-11-14 | 10 holdings | $961.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $150.0K | 6,754,597 | 15.6% |
| GCI Liberty Inc(GLIBAEUR) | COM SER A | 36164V305 | $136.2K | 2,669,682 | 14.2% |
| Zebra Technologies Corp(ZBRA) | COM SER A | 989207105 | $133.2K | 753,010 | 13.9% |
| CDW Corp(CDW) | COM | 12514G108 | $124.7K | 1,402,420 | 13.0% |
| Wesco Aircraft Holdings Inc | COM | 950814103 | $121.7K | 10,817,428 | 12.7% |
| L Brands Inc | COM | 501797104 | $114.1K | 3,764,372 | 11.9% |
| Iron MTN Inc(IRM) | COM | 46284V101 | $63.2K | 1,829,944 | 6.6% |
| Commscope Holding Co Inc(VISN) | COM | 20337X109 | $56.0K | 1,821,309 | 5.8% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $50.9K | 603,970 | 5.3% |
| Corporacion Amer Arpts SA(CAAP) | COM | L1995B107 | $11.3K | 1,326,379 | 1.2% |