Q2 2018 Holdings
Filed 2018-08-14 | 12 holdings | $470.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LKQ Corp(LKQ) | COM | 501889208 | $51.8K | 1,625,000 | 11.0% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $50.6K | 980,000 | 10.8% |
| First Data Corp New(FDC) | COM CL A | 32008D106 | $49.4K | 2,360,000 | 10.5% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $48.0K | 215,000 | 10.2% |
| Madison Square Garden Co New(MSGS) | CL A | 55825T103 | $46.5K | 150,000 | 9.9% |
| Visa Inc(V) | COM CL A | 92826C839 | $46.4K | 350,000 | 9.9% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $38.8K | 184,000 | 8.2% |
| Zendesk Inc | COM | 98936J101 | $37.9K | 695,000 | 8.1% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $31.4K | 15,500 | 6.7% |
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $27.9K | 2,610,000 | 5.9% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $23.0K | 77,000 | 4.9% |
| Century Cmntys Inc(CCS) | COM | 156504300 | $18.4K | 584,214 | 3.9% |