Q4 2019 Holdings
Filed 2020-02-14 | 13 holdings | $939.3K | 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 | $158.4K | 1,260,000 | 16.9% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $107.8K | 775,000 | 11.5% |
| Moodys Corp(MCO) | COM | 615369105 | $98.5K | 415,000 | 10.5% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $94.4K | 328,000 | 10.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $77.0K | 37,500 | 8.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $68.1K | 362,500 | 7.3% |
| LKQ Corp(LKQ) | COM | 501889208 | $63.7K | 1,785,000 | 6.8% |
| Zendesk Inc | COM | 98936J101 | $59.0K | 770,000 | 6.3% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $52.1K | 670,000 | 5.5% |
| Verisign Inc(VRSN) | COM | 92343E102 | $52.0K | 270,000 | 5.5% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $43.3K | 575,000 | 4.6% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $42.5K | 925,000 | 4.5% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $22.4K | 40,000 | 2.4% |