Q2 2018 Holdings
Filed 2018-08-13 | 15 holdings | $123.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $78.7M | 600,000 | 63.8% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $44.0M | 150,000 | 35.7% |
| New York Times Co(NYT) | CL A | 650111107 | $95.8K | 3,700,000 | 0.1% |
| Yelp Inc(YELP) | CL A | 985817105 | $90.1K | 2,300,000 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $90.0K | 230,000 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $79.1K | 950,000 | 0.1% |
| American Tower Corp New(AMT) | COM | 03027X100 | $64.9K | 450,000 | 0.1% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $56.0K | 900,000 | 0.0% |
| Cyberark Software LTD | SHS | M2682V108 | $37.8K | 600,000 | 0.0% |
| Charter Communications Inc NCall | CL A | 16119P908 | $36.7K | 125,000 | 0.0% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $35.6K | 750,000 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $34.3K | 100,000 | 0.0% |
| Cognizant Technology Solution(CTSH) | CL A | 192446102 | $19.7K | 250,000 | 0.0% |
| Yelp IncCall | CL A | 985817905 | $15.7K | 400,000 | 0.0% |
| New York Times CoCall | CL A | 650111907 | $13.0K | 500,000 | 0.0% |