Q4 2014 Holdings
Filed 2015-02-17 | 10 holdings | $120.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Interxion Holding N.v | SHS | N47279109 | $26.5K | 970,000 | 22.1% |
| Nice SYS LTD(NSY) | SPONSORED ADR | 653656108 | $18.5K | 365,000 | 15.4% |
| Reald Inc | COM | 75604L105 | $13.9K | 1,175,000 | 11.6% |
| Cogent Communications Hldgs(CCOI) | COM NEW | 19239V302 | $12.7K | 360,200 | 10.6% |
| Verint SYS Inc(VTY) | COM | 92343X100 | $12.5K | 214,728 | 10.4% |
| Bioscrip Inc(BIOSEUR) | COM | 09069N108 | $10.5K | 1,500,000 | 8.7% |
| Berry Plastics Group Inc(BERYEUR) | COM | 08579W103 | $10.1K | 321,146 | 8.4% |
| Hertz Global Holdings Inc | COM | 42805T105 | $7.4K | 295,000 | 6.1% |
| Covanta Hldg Corp(CVA1EUR) | COM | 22282E102 | $6.6K | 300,000 | 5.5% |
| Gopro Inc(GPRO)Put | CL A | 38268T103 | $1.3K | 20,000 | 1.1% |