Q2 2014 Holdings
Filed 2014-08-14 | 7 holdings | $1.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sensata Technologies(ST) | COM | N7902X106 | $296.9K | 6,346,661 | 29.6% |
| Valent Pharmacueticals | COM | 91911K102 | $172.5K | 1,368,040 | 17.2% |
| Eqix | COM | 2944U502 | $133.4K | 634,900 | 13.3% |
| Esrx | COM | 30219G108 | $124.8K | 1,800,000 | 12.5% |
| IHS Inc | COM | 451734107 | $107.8K | 794,307 | 10.8% |
| Kinder Morgan Energy | COM | 494550106 | $84.9K | 1,033,019 | 8.5% |
| Kinder Morgan Management | COM | 49455U100 | $81.4K | 1,030,866 | 8.1% |