Q3 2019 Holdings
Filed 2019-10-22 | 12 holdings | $214.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Blackstone Group Inc(BX) | COM CL A ADDED | 09260D107 | $90.8K | 1,858,790 | 42.4% |
| Blackstone MTG TR Inc(BXMT) | COM CL A | 09257W100 | $60.1K | 1,675,094 | 28.0% |
| Apollo Global Mgmt Inc(APOEUR) | COM CL A ADDED | 03768E105 | $22.9K | 604,900 | 10.7% |
| Davita Inc(DVA) | COM | 23918K108 | $9.9K | 174,000 | 4.6% |
| MR Cooper Group Inc(07WA) | COM | 62482R107 | $7.7K | 725,473 | 3.6% |
| Tesla Inc(TSLA) | COM | 88160R101 | $6.3K | 26,000 | 2.9% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $4.2K | 39,000 | 2.0% |
| PG&E Corp(PCG) | COM | 69331C108 | $2.8K | 280,000 | 1.3% |
| Irobot Corp(IRBTQ) | COM | 462726100 | $2.8K | 45,000 | 1.3% |
| Grubhub Inc | COM | 400110102 | $2.6K | 47,000 | 1.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $2.4K | 9,000 | 1.1% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $1.8K | 31,900 | 0.8% |