Q1 2021 Holdings
Filed 2021-05-14 | 8 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Varian Medical Systems Inc(VAREUR) | COM | 92220P105 | $310.1K | 1,756,357 | 26.8% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $226.4K | 1,480,423 | 19.6% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $210.8K | 2,178,034 | 18.2% |
| Willis Towers Watson PLC LTD(WTW) | SHS | G96629103 | $150.2K | 656,096 | 13.0% |
| Slack Technologies Inc(WORK) | COM CL A | 83088V102 | $117.0K | 2,880,100 | 10.1% |
| Navistar International Corp(NAV) | COM | 63934E108 | $90.1K | 2,046,428 | 7.8% |
| Talend SA | ADS | 874224207 | $35.0K | 550,000 | 3.0% |
| Rocket Internet Growth Opportunity | UNIT 99/99/9999 | G7613T111 | $17.5K | 1,750,000 | 1.5% |