Q4 2014 Holdings
Filed 2015-02-13 | 13 holdings | $26.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Twenty First Centy FOX Inc | CL A | 90130A101 | $4.2K | 110,300 | 16.0% |
| Ingersoll-Rand PLC(IR) | SHS | G47791101 | $4.0K | 63,210 | 15.2% |
| Micron Technology Inc(MU) | COM | 595112103 | $3.1K | 89,000 | 11.8% |
| Google Inc | CL A | 38259P508 | $3.0K | 5,600 | 11.2% |
| Time Warner Inc | COM NEW | 887317303 | $2.7K | 31,300 | 10.1% |
| Apple Inc(AAPL) | COM | 037833100 | $2.6K | 23,270 | 9.7% |
| B/E Aerospace Inc | COM | 073302101 | $1.9K | 32,150 | 7.1% |
| Facebook Inc(META) | CL A | 30303M102 | $1.5K | 18,900 | 5.6% |
| United Contl Hldgs Inc(UAL) | COM | 910047109 | $1.0K | 15,600 | 3.9% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $826 | 9,750 | 3.1% |
| KLX Inc | COM | 482539103 | $663 | 16,075 | 2.5% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $647 | 21,100 | 2.4% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $331 | 2,700 | 1.3% |