Q3 2014 Holdings
Filed 2014-11-14 | 8 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sensata Technologies(ST) | COM | N7902X106 | $282.6K | 6,346,661 | 24.3% |
| Valent Pharmacueticals | COM | 91911K102 | $179.5K | 1,368,040 | 15.4% |
| TDG(TDG) | COM | 893641100 | $143.2K | 777,119 | 12.3% |
| Eqix | COM | 2944U502 | $134.9K | 634,900 | 11.6% |
| Esrx | COM | 30219G108 | $127.1K | 1,800,000 | 10.9% |
| IHS Inc | COM | 451734107 | $99.4K | 794,307 | 8.6% |
| Kinder Morgan Management | COM | 49455U100 | $98.7K | 1,048,799 | 8.5% |
| Kinder Morgan Energy | COM | 494550106 | $96.4K | 1,033,019 | 8.3% |