Q1 2015 Holdings
Filed 2015-05-14 | 22 holdings | $275.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon.com Inc(AMZN) | COM | 023135106 | $40.4K | 108,682 | 14.7% |
| Esterline Technologies Corp | COM | 297425100 | $37.0K | 323,009 | 13.4% |
| Equinix Inc(EQIX) | COM PAR $0.001 | 29444U700 | $28.0K | 120,249 | 10.2% |
| Endo Pharmaceuticals Holdings | SHS | G30401106 | $20.5K | 228,542 | 7.4% |
| MasterCard Inc(MA) | CL A | 57636Q104 | $19.0K | 219,821 | 6.9% |
| Amtrust Financial Services Inc | COM | 032359309 | $18.4K | 322,864 | 6.7% |
| Priceline.com Inc | COM NEW | 741503403 | $17.3K | 14,858 | 6.3% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $17.1K | 82,174 | 6.2% |
| Wyndham Worldwide Corp | COM | 98310W108 | $14.7K | 162,014 | 5.3% |
| Autohome Inc(ATHM) | CL A | 05278C107 | $14.1K | 319,703 | 5.1% |
| Time Warner Inc | COM NEW | 887317303 | $13.3K | 157,589 | 4.8% |
| Liberty Global Plc | CL A | G5480U104 | $12.6K | 252,893 | 4.6% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $10.4K | 138,000 | 3.8% |
| DHT Holdings Inc(DHT) | SHS NEW | Y2065G121 | $8.9K | 1,268,154 | 3.2% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $4.3K | 86,477 | 1.6% |