RIVULET CAPITAL, LLC Diversified Active

CIK: 0001566691 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 14, 2013

Total Value ($000): $95,541 (100.0% shares, 0.0% debt)

Holdings (11)

— INTERXION HOLDING N.V 17.3%

Value ($000) $16,569 Shares 745,000 Est. Cost $25.09 Unrealized —

— VERINT SYS INC 14.4%

Value ($000) $13,712 Shares 370,000 Est. Cost $35.47 Unrealized —

— DIRECTV 12.5%

Value ($000) $11,950 Shares 200,000 Est. Cost $61.59 Unrealized —

— COVANTA HLDG CORP 11.2%

Value ($000) $10,690 Shares 500,000 Est. Cost $20.02 Unrealized —

— BERRY PLASTICS GROUP INC 9.1%

Value ($000) $8,655 Shares 433,400 Est. Cost $20.79 Unrealized —

— HERTZ GLOBAL HOLDINGS INC 8.6%

Value ($000) $8,199 Shares 370,000 Est. Cost $24.80 Unrealized —

NICE NICE SYS LTD 8.2%

Value ($000) $7,860 Shares 190,000 Est. Cost $36.89 Unrealized —

VRSN VERISIGN INC 6.7%

Value ($000) $6,361 Shares 125,000 Est. Cost $45.93 Unrealized +4.2%

— INTERNAP NETWORK SVCS CORP 6.1%

Value ($000) $5,803 Shares 835,000 Est. Cost $8.06 Unrealized —

MDRX ALLSCRIPTS HEALTHCARE SOLUTN 4.1%

Value ($000) $3,941 Shares 265,000 Est. Cost $13.40 Unrealized +12.5%

— LAZARD LTD 1.9%

Value ($000) $1,801 Shares 50,000 Est. Cost $32.15 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	INTERXION HOLDING N.V	745,000	$16,569	17.3%	$25.09	—	SHS	N47279109
—	VERINT SYS INC	370,000	$13,712	14.4%	$35.47	—	COM	92343X100
—	DIRECTV	200,000	$11,950	12.5%	$61.59	—	COM	25490A309
—	COVANTA HLDG CORP	500,000	$10,690	11.2%	$20.02	—	COM	22282E102
—	BERRY PLASTICS GROUP INC	433,400	$8,655	9.1%	$20.79	—	COM	08579W103
—	HERTZ GLOBAL HOLDINGS INC	370,000	$8,199	8.6%	$24.80	—	COM	42805T105
NICE	NICE SYS LTD	190,000	$7,860	8.2%	$36.89	—	SPONSORED ADR	653656108
VRSN	VERISIGN INC	125,000	$6,361	6.7%	$45.93	+4.2%	COM	92343E102
—	INTERNAP NETWORK SVCS CORP	835,000	$5,803	6.1%	$8.06	—	COM PAR $.001	45885A300
MDRX	ALLSCRIPTS HEALTHCARE SOLUTN	265,000	$3,941	4.1%	$13.40	+12.5%	COM	01988P108
—	LAZARD LTD	50,000	$1,801	1.9%	$32.15	—	SHS A	G54050102