Q2 2019 Holdings
Filed 2019-08-14 | 13 holdings | $772.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $102.7K | 985,000 | 13.3% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $92.1K | 328,000 | 11.9% |
| Madison Square Garden Co New(MSGS) | CL A | 55825T103 | $89.6K | 319,900 | 11.6% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $69.9K | 570,000 | 9.0% |
| Zendesk Inc | COM | 98936J101 | $64.1K | 720,000 | 8.3% |
| Visa Inc(V) | COM CL A | 92826C839 | $62.9K | 362,500 | 8.1% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $54.2K | 850,000 | 7.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $50.6K | 27,000 | 6.5% |
| LKQ Corp(LKQ) | COM | 501889208 | $46.6K | 1,750,000 | 6.0% |
| Marathon Pete Corp(MPC) | COM | 56585A102 | $39.1K | 700,000 | 5.1% |
| First Data Corp New(FDC) | COM CL A | 32008D106 | $38.2K | 1,410,000 | 4.9% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $32.5K | 525,000 | 4.2% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $30.4K | 655,000 | 3.9% |