Q1 2015 Holdings
Filed 2015-05-15 | 5 holdings | $98.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Solera Holdings Inc | COM | 83421A104 | $9.1K | 175,543 | 9.2% |
| IHS Inc | CL A | 451734107 | $15.5K | 135,956 | 15.7% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $16.2K | 74,173 | 16.5% |
| Equinix Inc | COM NEW | 29444U502 | $18.3K | 78,570 | 18.6% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $39.5K | 199,004 | 40.1% |