Q4 2016 Holdings
Filed 2017-02-14 | 12 holdings | $521.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Priceline Grp Inc | COM NEW | 741503403 | $61.6K | 42,000 | 11.8% |
| Ss&C Technologies Hldgs Inc(SSNC) | COM | 78467J100 | $60.6K | 2,118,500 | 11.6% |
| Cognizant Technology Solutions(CTSH) | CL A | 192446102 | $47.3K | 845,000 | 9.1% |
| Travelport Worldwide Ltd | SHS | G9019D104 | $47.2K | 3,345,000 | 9.0% |
| Willis Towers Watson Pub Ltd(WTW) | SHS | G96629103 | $46.5K | 380,000 | 8.9% |
| Equifax Inc(EFX) | COM | 294429105 | $45.9K | 388,000 | 8.8% |
| IHS Markit Ltd(IHS) | SHS | G47567105 | $44.8K | 1,264,000 | 8.6% |
| Santander Consumer Usa Hdg I(SC) | COM | 80283M101 | $42.0K | 3,112,000 | 8.1% |
| Amerco(UHAL) | COM | 023586100 | $40.7K | 110,000 | 7.8% |
| Intercontinental Exchange Inc(ICE) | COM | 45866F104 | $38.1K | 675,000 | 7.3% |
| Qts Rlty Tr Inc(QTS) | COM CL A | 74736A103 | $28.1K | 565,000 | 5.4% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $18.9K | 133,500 | 3.6% |