ShearLink Capital as of March 31, 2015
Portfolio Holdings for ShearLink Capital
ShearLink Capital holds 19 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cornerstone Ondemand | 11.7 | $13M | 445k | 28.89 | |
| Fleetmatics | 10.9 | $12M | 267k | 44.85 | |
| Demandware | 8.7 | $9.6M | 158k | 60.90 | |
| Restoration Hardware Hldgs I | 8.3 | $9.2M | 92k | 99.20 | |
| Dunkin' Brands Group | 6.8 | $7.5M | 158k | 47.56 | |
| Cavium | 6.8 | $7.5M | 106k | 70.82 | |
| Rubicon Proj | 6.1 | $6.8M | 377k | 17.92 | |
| DSW Cl A | 4.9 | $5.4M | 147k | 36.88 | |
| Envision Healthcare Hlds | 4.4 | $4.9M | 127k | 38.35 | |
| DealerTrack Holdings | 4.2 | $4.6M | 120k | 38.52 | |
| Medidata Solutions | 4.1 | $4.5M | 92k | 49.04 | |
| Liberty Tripadvisor Hldgs In Com Ser A (LTRPA) | 3.9 | $4.3M | 135k | 31.79 | |
| China Lodging Group Sponsored Adr | 3.8 | $4.2M | 212k | 19.70 | |
| Ye Cl A (YELP) | 3.6 | $4.0M | 84k | 47.35 | |
| Linkedin Corp Com Cl A | 3.3 | $3.6M | 15k | 249.88 | |
| Kate Spade & Co | 3.0 | $3.3M | 98k | 33.39 | |
| Workday Cl A (WDAY) | 2.9 | $3.2M | 38k | 84.42 | |
| Restoration Hardware Hldgs I Put Put Option | 1.4 | $1.5M | 15k | 99.20 | |
| Catamaran Corp Call Call Option | 1.1 | $1.3M | 21k | 59.53 |
