Q1 2019 Holdings
Filed 2019-05-15 | 12 holdings | $643.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $80.9K | 328,000 | 12.6% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $78.0K | 850,000 | 12.1% |
| First Data Corp New(FDC) | COM CL A | 32008D106 | $77.8K | 2,960,000 | 12.1% |
| LKQ Corp(LKQ) | COM | 501889208 | $71.9K | 2,535,000 | 11.2% |
| Madison Square Garden Co New(MSGS) | CL A | 55825T103 | $70.4K | 240,000 | 10.9% |
| Zendesk Inc | COM | 98936J101 | $61.2K | 720,000 | 9.5% |
| Visa Inc(V) | COM CL A | 92826C839 | $56.6K | 362,500 | 8.8% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $46.2K | 850,000 | 7.2% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $37.5K | 21,500 | 5.8% |
| Marathon Pete Corp(MPC) | COM | 56585A102 | $27.2K | 455,000 | 4.2% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $26.2K | 440,000 | 4.1% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $9.0K | 260,000 | 1.4% |