Q3 2017 Holdings
Filed 2017-11-14 | 11 holdings | $243.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $35.4K | 920,000 | 14.5% |
| Visa Inc(V) | COM CL A | 92826C839 | $34.5K | 327,500 | 14.2% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $32.9K | 345,000 | 13.5% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $26.0K | 168,000 | 10.7% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $21.6K | 490,000 | 8.9% |
| Zendesk Inc | COM | 98936J101 | $20.2K | 695,000 | 8.3% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $19.9K | 320,000 | 8.2% |
| Madison Square Garden Co New(MSGS) | CL A | 55825T103 | $17.8K | 83,338 | 7.3% |
| Priceline GRP Inc | COM NEW | 741503403 | $17.4K | 9,500 | 7.1% |
| Gigamon Inc | COM | 37518B102 | $17.3K | 410,000 | 7.1% |
| Equity Comwlth(HP5A) | COM SH BEN INT | 294628102 | $481 | 15,837 | 0.2% |