Q4 2017 Holdings
Filed 2018-02-13 | 15 holdings | $113.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| WEX Inc(WEX) | COM | 96208T104 | $20.6K | 146,000 | 18.2% |
| Dish Network Corp(DISH) | CL A | 25470M109 | $14.3K | 300,000 | 12.7% |
| Echostar Corp(SATS) | CL A | 278768106 | $11.5K | 192,500 | 10.2% |
| Hain Celestial Group Inc(HAIN) | COM | 405217100 | $10.6K | 250,000 | 9.4% |
| Summit Matls Inc(7SU) | CL A | 86614U100 | $9.6K | 304,200 | 8.4% |
| Logmein Inc | COM | 54142L109 | $7.4K | 65,000 | 6.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.8K | 80,000 | 6.0% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $5.6K | 60,000 | 4.9% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $5.0K | 100,000 | 4.4% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $4.9K | 80,000 | 4.3% |
| Simply Good Foods Co(SMPL) | COM | 82900L102 | $4.6K | 325,000 | 4.1% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $4.4K | 100,000 | 3.9% |
| TD Ameritrade Hldg Corp(AMT) | COM | 87236Y108 | $3.6K | 70,000 | 3.2% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $2.2K | 20,000 | 1.9% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $2.0K | 20,000 | 1.8% |