Q4 2014 Holdings
Filed 2015-02-18 | 5 holdings | $85.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $28.5K | 199,004 | 33.4% |
| Equinix Inc | COM NEW | 29444U502 | $17.8K | 78,570 | 20.9% |
| IHS Inc | CL A | 451734107 | $15.5K | 135,956 | 18.1% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $14.6K | 74,173 | 17.1% |
| Solera Holdings Inc | COM | 83421A104 | $9.0K | 175,543 | 10.5% |