Rivulet Capital as of June 30, 2013
Portfolio Holdings for Rivulet Capital
Rivulet Capital holds 18 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Verint Systems (VRNT) | 11.4 | $14M | 405k | 35.47 | |
| Interxion Holding | 11.3 | $14M | 545k | 26.13 | |
| Directv | 9.6 | $12M | 195k | 61.64 | |
| Covanta Holding Corporation | 8.8 | $11M | 550k | 20.02 | |
| Hertz Global Holdings | 7.9 | $9.9M | 400k | 24.80 | |
| Anixter International | 7.1 | $8.9M | 117k | 75.81 | |
| Fidelity National Financial | 5.7 | $7.1M | 300k | 23.81 | |
| Nice Systems (NICE) | 5.6 | $7.0M | 190k | 36.89 | |
| Verisign (VRSN) | 5.3 | $6.7M | 150k | 44.66 | |
| Allscripts Healthcare Solutions (MDRX) | 4.9 | $6.1M | 475k | 12.94 | |
| InterNAP Network Services | 4.6 | $5.8M | 700k | 8.27 | |
| OSI Systems (OSIS) | 4.6 | $5.7M | 89k | 64.42 | |
| Lazard Ltd-cl A shs a | 3.8 | $4.8M | 150k | 32.15 | |
| Questcor Pharmaceuticals | 3.6 | $4.5M | 100k | 45.44 | |
| Berry Plastics (BERY) | 3.0 | $3.8M | 170k | 22.07 | |
| Mellanox Technologies | 1.4 | $1.8M | 37k | 49.51 | |
| Research In Motion | 1.0 | $1.3M | 120k | 10.46 | |
| Us Silica Hldgs (SLCA) | 0.3 | $355k | 17k | 20.76 |
