Q2 2020 Holdings
Filed 2020-07-31 | 6 holdings | $353.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Madison Square Grdn Sprt COR(MSGS) | CL A | 55825T103 | $122.7K | 835,602 | 34.8% |
| Open Text Corp(OTEX) | COM | 683715106 | $75.8K | 1,784,298 | 21.5% |
| MGM Resorts International(MGM) | COM | 552953101 | $71.0K | 4,224,898 | 20.1% |
| Aecom(ACM) | COM | 00766T100 | $44.6K | 1,185,814 | 12.6% |
| MGM Growth Pptys LLC(MGP) | CL A COM | 55303A105 | $32.2K | 1,184,417 | 9.1% |
| Lazard LTD(LAZ) | SHS A | G54050102 | $6.8K | 237,238 | 1.9% |