Q3 2018 Holdings
Filed 2018-11-14 | 10 holdings | $420.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LKQ Corp(LKQ) | COM | 501889208 | $58.3K | 1,840,000 | 13.8% |
| First Data Corp New(FDC) | COM CL A | 32008D106 | $53.5K | 2,185,000 | 12.7% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $52.9K | 980,000 | 12.6% |
| Visa Inc(V) | COM CL A | 92826C839 | $52.5K | 350,000 | 12.5% |
| Zendesk Inc | COM | 98936J101 | $49.3K | 695,000 | 11.7% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $41.9K | 184,000 | 10.0% |
| Madison Square Garden Co New(MSGS) | CL A | 55825T103 | $34.7K | 110,000 | 8.2% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $32.7K | 16,500 | 7.8% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $24.4K | 290,000 | 5.8% |
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $20.5K | 2,000,000 | 4.9% |