| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Iron Mountain | 1,000,000 | 32,650,000 | 16.17% | ||
| 2 | PAYCHEX INC | 550,000 | 30,855,000 | 15.28% | ||
| 3 | Liberty Interactive Corp | 1,000,000 | 28,520,000 | 14.13% | ||
| 4 | NCR CORPORATION | 780,000 | 26,060,000 | 12.91% | ||
| 5 | EQUINIX INC | 120,000 | 25,497,000 | 12.63% | ||
| 6 | ASCENA RETAIL GROUP INC | 1,300,000 | 17,290,000 | 8.56% | ||
| 7 | VANTIV INC CL A | 498,771 | 15,412,000 | 7.63% | ||
| 8 | GLOBAL EAGLE ENTMT INC | 1,191,700 | 13,371,000 | 6.62% | ||
| 9 | DOLLAR GENERAL CORP | 200,000 | 12,222,000 | 6.05% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-14-011878, filed 2014.11.14).
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.
