0001144204-15-049148.txt : 20150814 0001144204-15-049148.hdr.sgml : 20150814 20150813174658 ACCESSION NUMBER: 0001144204-15-049148 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150814 DATE AS OF CHANGE: 20150813 EFFECTIVENESS DATE: 20150814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PCO INVESTMENT MANAGEMENT LP CENTRAL INDEX KEY: 0001591641 IRS NUMBER: 463027883 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16430 FILM NUMBER: 151051830 BUSINESS ADDRESS: STREET 1: 100 B SHORELINE HIGHWAY STREET 2: SUITE 300 CITY: MILL VALLEY STATE: CA ZIP: 94941 BUSINESS PHONE: 4156350060 MAIL ADDRESS: STREET 1: 100 B SHORELINE HIGHWAY STREET 2: SUITE 300 CITY: MILL VALLEY STATE: CA ZIP: 94941 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001591641 XXXXXXXX 06-30-2015 06-30-2015 false PCO INVESTMENT MANAGEMENT LP

100 B Shoreline Highway Suite 300 Mill Valley CA 94941

13F HOLDINGS REPORT 028-16430 N T.J. Leverte 415-635-0060 /s/ T.J. Leverte Mill Valley CA 08-13-2015 0 34 177330 INFORMATION TABLE 2 infotable.xml AGILENT TECHNOLOGIES INC COM 00846U101 5212 135100 SH SOLE 135100 0 0 AMERICAN EAGLE OUTFITTERS NE COM 02553E106 5618 326242 SH SOLE 326242 0 0 ASCENA RETAIL GROUP INC COM 04351G101 5840 350630 SH SOLE 350630 0 0 AVG TECHNOLOGIES N V SHS N07831105 5241 192611 SH SOLE 192611 0 0 BLUEROCK RESIDENT GR REIT IN COM CL A 09627J102 2732 215813 SH SOLE 215813 0 0 CALIX INC COM 13100M509 5016 659179 SH SOLE 659179 0 0 CARMIKE CINEMAS INC COM 143436400 7455 280905 SH SOLE 280905 0 0 CBS CORP NEW CL B 124857202 7378 132939 SH SOLE 132939 0 0 CIRCOR INTL INC COM 17273K109 1199 21997 SH SOLE 21997 0 0 COMMVAULT SYSTEMS INC COM 204166102 2701 63694 SH SOLE 63694 0 0 CROWN MEDIA HLDGS INC CL A 228411104 3557 786976 SH SOLE 786976 0 0 DISCOVER FINL SVCS COM 254709108 7434 129024 SH SOLE 129024 0 0 ESTERLINE TECHNOLOGIES CORP COM 297425100 1525 16000 SH SOLE 16000 0 0 EXTREME NETWORKS INC COM 30226D106 4537 1686669 SH SOLE 1686669 0 0 HUBBELL INC CL B 443510201 7327 67665 SH SOLE 67665 0 0 HURON CONSULTING GROUP INC COM 447462102 9592 136851 SH SOLE 136851 0 0 INTERNAP CORP COM PAR $.001 45885A300 6768 731623 SH SOLE 731623 0 0 KAPSTONE PAPER & PACKAGING C COM 48562P103 5794 250618 SH SOLE 250618 0 0 KORN FERRY INTL COM NEW 500643200 5230 150420 SH SOLE 150420 0 0 LADDER CAP CORP CL A 505743104 4697 270694 SH SOLE 270694 0 0 MCDERMOTT INTL INC COM 580037109 3526 660215 SH SOLE 660215 0 0 MEDIA GEN INC NEW COM 58441K100 4086 247330 SH SOLE 247330 0 0 MICROSOFT CORP COM 594918104 9222 208880 SH SOLE 208880 0 0 NORTHSTAR RLTY FIN CORP COM NEW 66704R704 1201 75537 SH SOLE 75537 0 0 OFFICE DEPOT INC COM 676220106 2596 299726 SH SOLE 299726 0 0 QUANTA SVCS INC COM 74762E102 6522 226309 SH SOLE 226309 0 0 RACKSPACE HOSTING INC COM 750086100 10646 286251 SH SOLE 286251 0 0 TREDEGAR CORP COM 894650100 5049 228376 SH SOLE 228376 0 0 TRIBUNE MEDIA CO CL A 896047503 4889 91572 SH SOLE 91572 0 0 TYCO INTL PLC SHS G91442106 8629 224250 SH SOLE 224250 0 0 UNITED RENTALS INC COM 911363109 4205 47990 SH SOLE 47990 0 0 URBAN OUTFITTERS INC COM 917047102 4725 135000 SH SOLE 135000 0 0 WEB COM GROUP INC COM 94733A104 4775 197166 SH SOLE 197166 0 0 YRC WORLDWIDE INC COM PAR $.01 984249607 2406 185361 SH SOLE 185361 0 0