Q4 2018 Holdings
Filed 2019-02-14 | 10 holdings | $469.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LKQ Corp(LKQ) | COM | 501889208 | $63.1K | 2,660,000 | 13.5% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $60.5K | 325,500 | 12.9% |
| Madison Square Garden Co New(MSGS) | CL A | 55825T103 | $58.9K | 220,000 | 12.6% |
| First Data Corp New(FDC) | COM CL A | 32008D106 | $48.4K | 2,865,000 | 10.3% |
| Visa Inc(V) | COM CL A | 92826C839 | $47.8K | 362,500 | 10.2% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $43.1K | 25,000 | 9.2% |
| Zendesk Inc | COM | 98936J101 | $42.0K | 720,000 | 9.0% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $36.0K | 750,000 | 7.7% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $34.8K | 483,000 | 7.4% |
| Aramark(ARMK) | COM | 03852U106 | $34.6K | 1,195,000 | 7.4% |