Q4 2014 Holdings
Filed 2015-02-13 | 10 holdings | $140.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Trinet Group Inc(TNET) | COM | 896288107 | $21.0K | 671,284 | 15.0% |
| Carter Inc(CRI) | COM | 146229109 | $20.6K | 236,015 | 14.7% |
| Kate Spade & Co | COM | 485865109 | $18.2K | 568,977 | 13.0% |
| Monsanto Co New | COM | 61166W101 | $15.9K | 133,428 | 11.4% |
| Fortune Brands Home & SEC in(FBIN) | COM | 34964C106 | $15.4K | 339,841 | 11.0% |
| Bitauto Hldgs LTD(2663134D) | SPONSORED ADS | 091727107 | $14.1K | 200,101 | 10.1% |
| Grace W R & Co del New | COM | 38388F108 | $12.9K | 134,904 | 9.2% |
| Charter Communications Inc D | CL A NEW | 16117M305 | $9.2K | 55,000 | 6.5% |
| Sensata Technologies Hldg NV(ST) | SHS | N7902X106 | $8.1K | 154,027 | 5.8% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $4.7K | 128,245 | 3.3% |