Q2 2019 Holdings
Filed 2019-08-13 | 9 holdings | $189.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wabco Hldgs Inc(WBC1EUR) | COM | 92927K102 | $38.5K | 290,100 | 20.3% |
| Worldpay Inc(WP) | CL A | 981558109 | $38.4K | 313,082 | 20.3% |
| Versum Matls Inc | COM | 92532W103 | $30.9K | 598,303 | 16.3% |
| RED HAT Inc | COM | 756577102 | $27.3K | 145,000 | 14.4% |
| First Data Corp New(FDC) | COM CL A | 32008D106 | $20.3K | 751,000 | 10.7% |
| Anadarko Pete Corp(APC3EUR) | COM | 032511107 | $11.9K | 16,850 | 6.3% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $9.5K | 205,000 | 5.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $7.9K | 106,909 | 4.2% |
| Wellcare Health Plans Inc | COM | 94946T106 | $4.8K | 16,726 | 2.5% |