| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Iron Mountain Inc New | 1,000,000 | 35,450,000 | 14.93% | ||
| 2 | Equinix Inc New | 145,000 | 30,463,000 | 12.83% | ||
| 3 | LIBERTY MEDIA HOLDING CP INTER A | 1,000,000 | 29,360,000 | 12.36% | ||
| 4 | PAYCHEX INC | 472,500 | 28,043,000 | 11.81% | ||
| 5 | DOLLAR GEN CORP NEW | 473,000 | 27,131,000 | 11.42% | ||
| 6 | NCR CORP NEW | 772,500 | 27,107,000 | 11.41% | ||
| 7 | ASCENA RETAIL GROUP INC | 1,300,000 | 22,230,000 | 9.36% | ||
| 8 | VANTIV INC | 652,271 | 21,929,000 | 9.23% | ||
| 9 | GLOBAL EAGLE ENTMT INC | 1,000,000 | 12,400,000 | 5.22% | ||
| 10 | REALPAGE INC COM | 150,000 | 3,372,000 | 1.42% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-14-008811, filed 2014.08.14).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
