Q4 2018 Holdings
Filed 2019-02-14 | 11 holdings | $172.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $27.5K | 26,597 | 16.0% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $23.4K | 1,253,886 | 13.6% |
| GCI Liberty Inc(GLIBAEUR) | COM CLASS A | 36164V305 | $20.5K | 497,566 | 11.9% |
| World Accep Corp del(WRLD) | COM | 981419104 | $17.9K | 175,449 | 10.4% |
| SS&C Technologies Hldgs Inc(SSNC) | COM | 78467J100 | $17.9K | 396,891 | 10.4% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $17.2K | 10,000 | 10.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $14.7K | 43,132 | 8.5% |
| Instructure Inc | COM | 45781U103 | $13.1K | 350,326 | 7.6% |
| Cresud S A C I F Y A(CD8) | SPONSORED ADR | 226406106 | $9.3K | 766,899 | 5.4% |
| Carvana Co(CVNA) | CL A | 146869102 | $8.7K | 264,590 | 5.0% |
| Greensky Inc | CL A | 39572G100 | $1.9K | 200,000 | 1.1% |