Q2 2017 Holdings
Filed 2017-08-14 | 12 holdings | $236.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $37.7K | 435,000 | 15.9% |
| Visa Inc(V) | COM CL A | 92826C839 | $30.7K | 327,500 | 13.0% |
| Equity Comwlth(HP5A) | COM SH BEN INT | 294628102 | $27.6K | 874,300 | 11.7% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $24.6K | 559,300 | 10.4% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $18.5K | 310,000 | 7.8% |
| Gigamon Inc | COM | 37518B102 | $18.4K | 468,700 | 7.8% |
| Zendesk Inc | COM | 98936J101 | $17.6K | 632,834 | 7.4% |
| Priceline GRP Inc | COM NEW | 741503403 | $16.8K | 9,000 | 7.1% |
| Madison Square Garden Co New(MSGS) | CL A | 55825T103 | $15.8K | 80,058 | 6.7% |
| Commercehub Inc | COM SER C | 20084V306 | $14.6K | 835,100 | 6.1% |
| Willis Towers Watson PUB LTD(WTW) | SHS | G96629103 | $9.0K | 62,000 | 3.8% |
| Lyondellbasell Industries N(LYB) | SHS - A - | N53745100 | $5.4K | 63,855 | 2.3% |