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Institutional Investment Manager
ShearLink Capital, LLC
ShearLink Capital, LLC (CIK: 0001633680) incorporated in Delaware, located at 500 Fifth Ave, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q3)
Portfolio Summary: 16 holdings with a total value of $227,497,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ADVISORY BRD CO COM 67,380 3,068,000 1.35%
2 ENVISION HEALTHCARE HLDGS INC 85,000 3,127,000 1.37%
3 YELP INC 230,000 4,982,000 2.19% Call
4 CHINA LODGING GROUP LTD 372,666 9,067,000 3.99%
5 FINANCIAL ENGINES INC 320,272 9,438,000 4.15%
6 YELP INC 464,386 10,059,000 4.42%
7 RUBICON PROJ INC 1,072,626 15,585,000 6.85%
8 R H 168,414 15,715,000 6.91%
9 MEDIDATA SOLUTIONS INC 386,870 16,291,000 7.16%
10 SPROUTS FMRS MKT INC 796,794 16,812,000 7.39%
11 ZENDESK INC 883,080 17,406,000 7.65%
12 FLEETMATICS GROUP PLC 365,605 17,948,000 7.89%
13 DUNKIN BRANDS GROUP INC COM 377,654 18,505,000 8.13%
14 CAVIUM INC 301,663 18,513,000 8.14%
15 GRUBHUB INC 910,909 22,172,000 9.75%
16 CORNERSTONE ONDEMAND INC 872,997 28,809,000 12.66%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001420506-15-000604, filed 2015.11.13).

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.