Q1 2020 Holdings
Filed 2020-05-15 | 10 holdings | $705.9K | 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 | $153.9K | 1,390,000 | 21.8% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $102.8K | 845,440 | 14.6% |
| Verisign Inc(VRSN) | COM | 92343E102 | $99.6K | 553,000 | 14.1% |
| Moodys Corp(MCO) | COM | 615369105 | $97.3K | 460,000 | 13.8% |
| Zendesk Inc | COM | 98936J101 | $59.5K | 930,000 | 8.4% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $58.8K | 315,000 | 8.3% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $45.2K | 710,000 | 6.4% |
| LKQ Corp(LKQ) | COM | 501889208 | $43.7K | 2,130,000 | 6.2% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $34.3K | 25,500 | 4.9% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $10.8K | 300,000 | 1.5% |