Q4 2013 Holdings
Filed 2014-02-14 | 12 holdings | $11.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $6.3M | 125,000 | 57.0% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $4.6M | 300,000 | 42.0% |
| Interxion Holding N.v | SHS | N47279109 | $20.4K | 862,500 | 0.2% |
| Verint SYS Inc(VTY) | COM | 92343X100 | $17.6K | 410,000 | 0.2% |
| Hertz Global Holdings Inc | COM | 42805T105 | $14.3K | 500,000 | 0.1% |
| Berry Plastics Group Inc(BERYEUR) | COM | 08579W103 | $13.3K | 558,900 | 0.1% |
| Covanta Hldg Corp(CVA1EUR) | COM | 22282E102 | $10.8K | 610,000 | 0.1% |
| Stanley Black & Decker Inc(SWK) | COM | 854502101 | $8.1K | 100,000 | 0.1% |
| Bioscrip Inc(BIOSEUR) | COM | 09069N108 | $8.0K | 1,075,000 | 0.1% |
| Internap Network Svcs Corp | COM PAR $.001 | 45885A300 | $6.4K | 850,000 | 0.1% |
| Verisign Inc(VRSN) | COM | 92343E102 | $6.0K | 100,000 | 0.1% |
| Allison Transmission Hldgs I(ALSN) | COM | 01973R101 | $5.5K | 200,000 | 0.1% |