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Kerrisdale Advisers, LLC

Q4 2016 Holdings

Filed 2017-02-14 | 14 holdings | $101.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Luxoft Hldg IncORD SHS CL AG57279104$23.7K420,88923.3%
Jones Lang Lasalle Inc(JLL)COM48020Q107$14.5K143,12114.3%
Cognizant Technology Solutio(CTSH)CL A192446102$13.9K248,29813.7%
Check Point Software Tech LT(CHKP)ORDM22465104$13.3K157,59313.1%
Ebay Inc(EBAY)COM278642103$8.4K282,5558.3%
Total SYS Svcs Inc(TSS)COM891906109$7.8K159,1197.7%
Hain Celestial Group Inc(HAIN)COM405217100$6.3K160,3046.2%
S&P Global Inc(SPGI)COM78409V104$4.6K43,0004.6%
Fiesta Restaurant Group IncCOM31660B101$3.1K104,0683.1%
Spdr Series Trust(XBI)S&P BIOTECH78464A870$1.9K31,5001.8%
Genuine Parts Co(GPC)COM372460105$1.9K19,3941.8%
Twitter Inc(TWTRUSD)COM90184L102$1.6K95,9701.5%
Palo Alto Networks Inc(PANW)COM697435105$3973,1760.4%
Sutherland Asset Mgmt Corp MCOM86933G105$25218,7040.2%