Q2 2018 Holdings
Filed 2018-08-14 | 7 holdings | $460.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $107.8K | 2,243,440 | 23.4% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $92.7K | 214,864 | 20.2% |
| Interactive Brokers Group in(IBKR) | COM | 45841N107 | $83.6K | 1,298,258 | 18.2% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $81.9K | 273,929 | 17.8% |
| Stars Group Inc | COM | 85570W100 | $39.2K | 1,078,900 | 8.5% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $27.6K | 743,394 | 6.0% |
| New York Times Co(NYT) | CL A | 650111107 | $27.2K | 1,050,000 | 5.9% |