Q4 2015 Holdings
Filed 2016-02-16 | 8 holdings | $224.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Interxion Holding N.v | SHS | N47279109 | $56.9K | 1,888,700 | 25.3% |
| Nice SYS LTD(NSY) | SPONSORED ADR | 653656108 | $39.3K | 685,300 | 17.5% |
| Cogent Communications Hldgs(CCOI) | COM NEW | 19239V302 | $35.4K | 1,020,000 | 15.7% |
| Axalta Coating SYS LTD(AXTA) | COM | G0750C108 | $33.7K | 1,262,700 | 15.0% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $25.4K | 981,900 | 11.3% |
| Evertec Inc(EVTC) | COM | 30040P103 | $19.7K | 1,173,976 | 8.7% |
| Reald Inc | COM | 75604L105 | $7.4K | 699,311 | 3.3% |
| Calpine Corp | COM NEW | 131347304 | $7.2K | 498,300 | 3.2% |