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Institutional Investment Manager
White Elm Capital, LLC
White Elm Capital, LLC (CIK: 0001425294) incorporated in Delaware, located at 537 Steamboat Road, Greenwich, CT. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Original 13F HR (0000950123-16-021910) filed in 2016.11.14
#
Name
Shares
Value ($)
%
Options
Notes
1 AMAZON COM INC 24,100 20,179 2.55%
2 AMAZON COM INC 26,738 22,388 2.83%
3 AMTRUST FINL SVCS INC 1,001,700 26,876 3.40%
4 AMTRUST FINL SVCS INC 1,114,198 29,894 3.78%
5 APPLIED MICRO CIRCUITS ORD 1,288,618 8,956 1.13%
6 APPLIED MICRO CIRCUITS ORD 1,433,425 9,962 1.26%
7 ATLASSIAN CORP PLC 369,455 11,073 1.40%
8 ATLASSIAN CORP PLC 411,010 12,318 1.56%
9 B/E AEROSPACE INC 207,952 10,743 1.36%
10 B/E AEROSPACE INC 231,330 11,951 1.51%
11 CARTERS INC 115,884 10,048 1.27%
12 CARTERS INC 128,915 11,178 1.42%
13 CHARTER COMMUNICATIONS INC N 89,227 24,089 3.05%
14 CHARTER COMMUNICATIONS INC N 99,253 26,795 3.39%
15 DOLLAR GEN CORP NEW 113,200 7,923 1.00%
16 DOLLAR GEN CORP NEW 125,900 8,812 1.12%
17 EXPEDIA INC DEL 198,700 23,192 2.94%
18 EXPEDIA INC DEL 220,997 25,795 3.27%
19 FACEBOOK INC 121,300 15,559 1.97%
20 FACEBOOK INC 134,867 17,299 2.19%
21 FLEETCOR TECHNOLOGIES INC 83,800 14,559 1.84%
22 FLEETCOR TECHNOLOGIES INC 93,180 16,188 2.05%
23 GUIDEWIRE SOFTWARE INC 223,247 13,390 1.70%
24 GUIDEWIRE SOFTWARE INC 248,278 14,892 1.89%
25 LIBERTY GLOBAL PLC 131,668 3,633 0.46%
26 LIBERTY GLOBAL PLC 233,641 6,554 0.83%
27 LIBERTY GLOBAL PLC 76,600 2,618 0.33%
28 LIBERTY GLOBAL PLC 644,059 21,280 2.69%
29 LIBERTY GLOBAL PLC 146,487 4,042 0.51%
30 LIBERTY GLOBAL PLC 260,009 7,293 0.92%
31 LIBERTY GLOBAL PLC 83,000 2,837 0.36%
32 LIBERTY GLOBAL PLC 716,478 23,672 3.00%
33 LIBERTY MEDIA HOLDING CP INTER A 224,500 4,492 0.57%
34 LIBERTY MEDIA HOLDING CP INTER A 249,818 4,999 0.63%
35 MASTERCARD INCORPORATED 132,000 13,434 1.70%
36 MASTERCARD INCORPORATED 146,760 14,936 1.89%
37 PAYPAL HLDGS INC 55,300 2,266 0.29%
38 PAYPAL HLDGS INC 61,500 2,520 0.32%
39 PRICELINE GRP INC 11,400 16,775 2.12%
40 PRICELINE GRP INC 12,649 18,613 2.36%
41 SALESFORCE COM INC 62,800 4,480 0.57%
42 SALESFORCE COM INC 69,904 4,986 0.63%
43 SBA COMMUNICATIONS CORP 209,572 23,506 2.98%
44 SBA COMMUNICATIONS CORP 233,087 26,143 3.31%
45 SEI INVESTMENTS CO 291,200 13,282 1.68%
46 SEI INVESTMENTS CO 323,909 14,773 1.87%
47 SYNCHRONY FINL 370,200 10,366 1.31%
48 SYNCHRONY FINL 411,800 11,530 1.46%
49 TRANSDIGM GROUP INC 57,706 16,684 2.11%
50 TRANSDIGM GROUP INC 64,155 18,548 2.35%
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