ShearLink Capital, LLC — Q4 2015 13F Holdings

Name: ShearLink Capital, LLC — 13F Holdings, Q4 2015
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001633680

Total reported value

—

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	CSOD	Cornerstone Ondemand INC	Stock-Other	15.95%	—	+26.82%
2	✓	EnvisionHealthcareI CS USD0.01	Stock-Other	10.45%	—	+1033.97%
3	✓	Restoration Hardware Hldgs I	Stock-Other	10.27%	—	+83.85%
4	MDSOEUR	Medidata Solutions INC	Stock-Other	9.55%	—	+20.05%
5	SFM	Sprouts Farmers Market INC	Stock-Consumer Staples	9.54%	—	+7.86%
6	✓	Fleetmatics Group PLC	Stock-Other	8.91%	—	+14.92%
7	QLYS	Qualys INC	Stock-Tech	6.37%	—	—
8	ZEN1EUR	Zendesk INC	Stock-Other	6.19%	—	-36.43%
9	CERNCHF	Cerner CORP	Stock-Other	4.79%	—	—
10	✓	Financial Engines INC Com	Stock-Other	4.63%	—	+2.95%
11	RUBIEUR	Rubicon Project Inc/the	Stock-Other	4.57%	—	-37.98%
12	✓		Stock-Other	4.52%	—	-50.86%
13	✓	Linkedin CORP	Stock-Other	4.27%	—	—

Position changes disclosed by ShearLink Capital, LLC for the quarter ending Q4 2015, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓	EnvisionHealthcareI CS USD0.01	+9.1%	+1033.97%	Add
2	✓	Restoration Hardware Hldgs I	+3.4%	+83.85%	Add
3	CSOD	Cornerstone Ondemand INC	+3.3%	+26.82%	Add
4	MDSOEUR	Medidata Solutions INC	+2.4%	+20.05%	Add
5	SFM	Sprouts Farmers Market INC	+2.2%	+7.86%	Add
6	✓	Fleetmatics Group PLC	+1%	+14.92%	Add
7	✓	Financial Engines INC Com	+0.5%	+2.95%	Add
8	ZEN1EUR	Zendesk INC	-1.5%	-36.43%	Trim
9	RUBIEUR	Rubicon Project Inc/the	-2.3%	-37.98%	Trim
10	✓		-5.2%	-50.86%	Trim
11	✓	Cavium INC	—	EXIT	Sold out
12	DNKN	Dunkin' Brands Group INC	—	EXIT	Sold out
13	QLYS	Qualys INC	—	NEW	New buy
14	CERNCHF	Cerner CORP	—	NEW	New buy
15	✓	Linkedin CORP	—	NEW	New buy
16	YELP	Yelp INC	—	EXIT	Sold out
17	HTHT	H World Group Limited	—	EXIT	Sold out
18	✓	Yelp INC	—	EXIT	Sold out
19	✓	Advisory Brd Co	—	EXIT	Sold out