Q1 2021 Holdings
Filed 2021-05-14 | 6 holdings | $191.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Trane Technologies PLC(TT) | SHS | G8994E103 | $43.7K | 263,859 | 22.8% |
| Disney Walt Co(DIS) | COM | 254687106 | $42.1K | 228,003 | 21.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $42.1K | 20,389 | 21.9% |
| Equifax Inc(EFX) | COM | 294429105 | $31.8K | 175,826 | 16.6% |
| Liberty Media Corp del(FWONKUSD) | COM SER C FRMLA | 531229854 | $27.7K | 638,912 | 14.4% |
| GSX Techedu Inc(GOTU)Put | SPONSORED ADS | 36257Y109 | $4.6K | 136,000 | 2.4% |