Q4 2014 Holdings
Filed 2015-02-13 | 8 holdings | $1.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sensata Technologies(ST) | COM | N7902X106 | $405.7K | 7,741,628 | 26.0% |
| Nlsn | COM | N63218106 | $235.0K | 5,254,000 | 15.1% |
| Valent Pharmacueticals | COM | 91911K102 | $195.8K | 1,368,040 | 12.6% |
| IHS Inc | COM | 451734107 | $156.6K | 1,375,371 | 10.0% |
| TDG(TDG) | COM | 893641100 | $152.6K | 777,119 | 9.8% |
| Esrx | COM | 30219G108 | $152.4K | 1,800,000 | 9.8% |
| Eqix | COM | 2944U502 | $148.8K | 656,323 | 9.5% |
| KMI(KMI) | COM | 49456B101 | $111.9K | 2,645,337 | 7.2% |