Q2 2014 Holdings
Filed 2014-08-14 | 10 holdings | $237.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Iron Mountain Inc | Common Stocks | 462846106 | $35.5K | 1,000,000 | 14.9% |
| Equinix Inc | Common Stocks | 29444U502 | $30.5K | 145,000 | 12.8% |
| Liberty Interactive Corp | Common Stocks | 53071M104 | $29.4K | 1,000,000 | 12.4% |
| Outerwall Inc | Common Stocks | 690070107 | $28.0K | 472,500 | 11.8% |
| Dollar General Corp(DG) | Common Stocks | 256677105 | $27.1K | 473,000 | 11.4% |
| NCR Corporation(VYX) | Common Stocks | 62886E108 | $27.1K | 772,500 | 11.4% |
| Ascena Retail Group Inc(ASNAEUR) | Common Stocks | 04351G101 | $22.2K | 1,300,000 | 9.4% |
| Vantiv Inc | Common Stocks | 92210H105 | $21.9K | 652,271 | 9.2% |
| Global Eagle Entertainment I | Common Stocks | 37951D102 | $12.4K | 1,000,000 | 5.2% |
| Realpage Inc(RP) | Common Stocks | 75606N109 | $3.4K | 150,000 | 1.4% |