Q2 2018 Holdings
Filed 2018-08-13 | 15 holdings | $125.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Logmein Inc | COM | 54142L109 | $12.3K | 115,000 | 9.8% |
| Echostar Corp(SATS) | CL A | 278768106 | $11.7K | 260,000 | 9.3% |
| Dish Network Corp(DISH)Call | CL A | 25470M109 | $11.2K | 334,600 | 8.9% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $11.2K | 50,000 | 8.9% |
| Summit Matls Inc(7SU) | CL A | 86614U100 | $10.7K | 425,200 | 8.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $9.2K | 85,000 | 7.3% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $8.9K | 90,000 | 7.0% |
| TD Ameritrade Hldg Corp(AMT) | COM | 87236Y108 | $8.0K | 135,000 | 6.4% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $7.8K | 100,000 | 6.2% |
| WEX Inc(WEX) | COM | 96208T104 | $7.8K | 40,000 | 6.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $7.6K | 40,000 | 6.0% |
| Simply Good Foods Co(SMPL) | COM | 82900L102 | $5.9K | 350,000 | 4.7% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $5.5K | 250,000 | 4.4% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $4.4K | 30,000 | 3.5% |
| Electronic Arts Inc(EA) | COM | 285512109 | $3.6K | 25,000 | 2.9% |