Q4 2013 Holdings
Filed 2014-02-14 | 54 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ocwen Finl Corp | COM NEW | 675746309 | $89.0K | 1,604,886 | 8.1% |
| SBA Communications Corp | COM | 78388J106 | $69.5K | 773,372 | 6.3% |
| Altisource Asset Mgmt Corp | COM | 02153X108 | $66.4K | 71,381 | 6.0% |
| Altisource Portfolio Solns S | REG SHS | L0175J104 | $65.2K | 411,216 | 5.9% |
| Charter Communications Inc D | CL A NEW | 16117M305 | $64.7K | 472,762 | 5.9% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $59.6K | 370,106 | 5.4% |
| Carter Inc(CRI) | COM | 146229109 | $55.6K | 774,684 | 5.0% |
| Crown Castle Intl Corp | COM | 228227104 | $55.2K | 751,405 | 5.0% |
| Facebook Inc(META) | CL A | 30303M102 | $54.7K | 999,944 | 4.9% |
| SAP AG(SAP) | SPON ADR | 803054204 | $50.7K | 581,967 | 4.6% |
| Liberty Interactive Corp | INT COM SER A | 53071M104 | $49.0K | 1,668,150 | 4.4% |
| Liberty Global PLC | SHS CL C | G5480U120 | $45.1K | 535,408 | 4.1% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $37.9K | 772,227 | 3.4% |
| Golar LNG LTD Bermuda(GLNG) | SHS | G9456A100 | $37.2K | 1,025,374 | 3.4% |
| Sirius XM Hldgs Inc(SIRIEUR) | COM | 82968B103 | $36.1K | 10,332,599 | 3.3% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $34.9K | 371,982 | 3.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $34.0K | 152,800 | 3.1% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $27.1K | 32,461 | 2.5% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $27.1K | 480,054 | 2.5% |
| Priceline COM Inc | COM NEW | 741503403 | $26.5K | 22,800 | 2.4% |
| Liberty Global PLC | SHS CL A | G5480U104 | $20.4K | 228,773 | 1.8% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $19.2K | 5,051,991 | 1.7% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $18.4K | 333,074 | 1.7% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $18.4K | 263,873 | 1.7% |
| Applied Micro Circuits Corp | COM NEW | 03822W406 | $16.3K | 1,215,794 | 1.5% |
| Verisign Inc(VRSN) | COM | 92343E102 | $13.6K | 227,100 | 1.2% |
| First Cash Finl Svcs Inc | COM | 31942D107 | $13.3K | 215,851 | 1.2% |