Q3 2015 Holdings
Filed 2015-11-16 | 8 holdings | $214.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Interxion Holding N.v | SHS | N47279109 | $43.3K | 1,597,900 | 20.2% |
| Nice SYS LTD(NSY) | SPONSORED ADR | 653656108 | $32.6K | 579,500 | 15.2% |
| Cogent Communications Hldgs(CCOI) | COM NEW | 19239V302 | $32.3K | 1,187,600 | 15.0% |
| Axalta Coating SYS LTD(AXTA) | COM | G0750C108 | $31.8K | 1,254,800 | 14.8% |
| Calpine Corp | COM NEW | 131347304 | $26.2K | 1,793,000 | 12.2% |
| Reald Inc | COM | 75604L105 | $16.5K | 1,715,400 | 7.7% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $16.1K | 536,400 | 7.5% |
| PTC Inc(PTC) | COM | 69370C100 | $15.6K | 491,600 | 7.3% |