Q4 2013 Holdings
Filed 2014-02-14 | 6 holdings | $79.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals | COM | 91911K102 | $22.4K | 190,404 | 28.0% |
| IHS Inc | CL A | 451734107 | $14.4K | 120,286 | 18.1% |
| Equinix Inc | COM NEW | 29444U502 | $13.2K | 74,233 | 16.5% |
| Verisign Inc(VRSN) | COM | 92343E102 | $12.3K | 206,361 | 15.5% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $11.4K | 70,848 | 14.3% |
| Crown Castle INT | COM | 228227104 | $6.0K | 82,004 | 7.6% |