| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | YELP INC | 434,700 | 16,575,000 | 18.88% | ||
| 2 | LIBERTY BROADBAND-C | 170,000 | 12,592,000 | 14.35% | ||
| 3 | ALLIANCE DATA SYSTEM | 50,000 | 11,425,000 | 13.02% | ||
| 4 | ZIMMER BIOMET HLDGS INC | 100,000 | 10,320,000 | 11.76% | ||
| 5 | AKAMAI TECH | 150,000 | 10,002,000 | 11.40% | ||
| 6 | HCA HOLDINGS INC | 125,000 | 9,253,000 | 10.54% | ||
| 7 | GLOBAL EAGLE ENTMT INC | 1,334,600 | 8,622,000 | 9.82% | ||
| 8 | ENVISION HEALTHCARE CORP | 83,500 | 5,285,000 | 6.02% | ||
| 9 | SURGERY PARTNERS INCORPORATED | 233,489 | 3,701,000 | 4.22% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-17-008434, filed 2017.02.14).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
