Q3 2018 Holdings
Filed 2018-11-14 | 13 holdings | $137.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $78.1M | 500,000 | 56.8% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $58.7M | 180,000 | 42.7% |
| Netflix Inc(NFLX) | COM | 64110L106 | $112.2K | 300,000 | 0.1% |
| Yelp Inc(YELP) | CL A | 985817105 | $108.2K | 2,200,000 | 0.1% |
| New York Times Co(NYT) | CL A | 650111107 | $92.6K | 4,000,000 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $83.4K | 950,000 | 0.1% |
| American Tower Corp New(AMT) | COM | 03027X100 | $76.8K | 450,000 | 0.1% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $63.3K | 800,000 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $51.3K | 600,000 | 0.0% |
| Cyberark Software LTD | SHS | M2682V108 | $20.0K | 250,000 | 0.0% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $19.9K | 350,000 | 0.0% |
| New York Times CoCall | CL A | 650111907 | $11.6K | 500,000 | 0.0% |
| Svmk Inc | COM | 78489X103 | $2.4K | 150,000 | 0.0% |