Q3 2014 Holdings
Filed 2014-11-14 | 10 holdings | $120.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Interxion Holding N.v | SHS | N47279109 | $25.6K | 925,000 | 21.3% |
| Verint SYS Inc(VTY) | COM | 92343X100 | $18.3K | 329,728 | 15.2% |
| Nice SYS LTD(NSY) | SPONSORED ADR | 653656108 | $13.7K | 335,000 | 11.3% |
| Covanta Hldg Corp(CVA1EUR) | COM | 22282E102 | $13.6K | 640,000 | 11.3% |
| Berry Plastics Group Inc(BERYEUR) | COM | 08579W103 | $10.9K | 433,500 | 9.1% |
| Cogent Communications Hldgs(CCOI) | COM NEW | 19239V302 | $9.7K | 290,000 | 8.1% |
| Bioscrip Inc(BIOSEUR) | COM | 09069N108 | $9.7K | 1,400,000 | 8.0% |
| Reald Inc | COM | 75604L105 | $9.4K | 1,000,000 | 7.8% |
| Hertz Global Holdings Inc | COM | 42805T105 | $7.6K | 300,000 | 6.3% |
| Internap Network Svcs Corp | COM PAR $.001 | 45885A300 | $1.9K | 274,536 | 1.6% |