Q2 2015 Holdings
Filed 2015-08-14 | 8 holdings | $119.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $41.9K | 188,804 | 35.0% |
| Equinix Inc(EQIX) | COM PAR $0.001 | 29444U700 | $16.0K | 62,804 | 13.3% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $14.7K | 65,580 | 12.3% |
| IHS Inc | CL A | 451734107 | $14.6K | 113,663 | 12.2% |
| American Tower Corp New(AMT) | COM | 03027X100 | $9.5K | 101,623 | 7.9% |
| Platform Specialty Prods COR | COM | 72766Q105 | $8.7K | 338,248 | 7.2% |
| Solera Holdings Inc | COM | 83421A104 | $7.6K | 170,674 | 6.3% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $6.9K | 44,512 | 5.8% |