Q4 2019 Holdings
Filed 2020-02-14 | 9 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $312.1K | 2,843,134 | 23.2% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $285.6K | 499,388 | 21.2% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $173.3K | 1,991,040 | 12.9% |
| New York Times Co(NYT) | CL A | 650111107 | $161.4K | 5,016,241 | 12.0% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $157.0K | 3,415,440 | 11.7% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $112.4K | 2,411,525 | 8.4% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $77.0K | 1,186,652 | 5.7% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $56.4K | 100,801 | 4.2% |
| Liberty Media Corp Delaware(LM05) | COM SER A FRMLA | 531229870 | $9.0K | 206,546 | 0.7% |