Q4 2017 Holdings
Filed 2018-02-14 | 14 holdings | $344.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $52.1K | 1,300,000 | 15.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $37.3K | 327,500 | 10.8% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $34.3K | 155,000 | 9.9% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $32.3K | 168,000 | 9.4% |
| Comcast Corp New(CMCSA)Call | CL A | 20030N101 | $32.0K | 800,000 | 9.3% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $31.8K | 705,000 | 9.2% |
| MGM Resorts International(MGM) | COM | 552953101 | $29.2K | 875,000 | 8.5% |
| Zendesk Inc | COM | 98936J101 | $23.5K | 695,000 | 6.8% |
| Madison Square Garden Co New(MSGS) | CL A | 55825T103 | $20.6K | 97,500 | 6.0% |
| Priceline GRP Inc | COM NEW | 741503403 | $17.4K | 10,000 | 5.0% |
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $13.3K | 1,053,412 | 3.9% |
| Century Cmntys Inc(CCS) | COM | 156504300 | $12.0K | 384,800 | 3.5% |
| First Data Corp New(FDC) | COM CL A | 32008D106 | $6.7K | 400,000 | 1.9% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $2.4K | 31,000 | 0.7% |