0001172661-15-001925.txt : 20151113 0001172661-15-001925.hdr.sgml : 20151113 20151113061036 ACCESSION NUMBER: 0001172661-15-001925 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150930 FILED AS OF DATE: 20151113 DATE AS OF CHANGE: 20151113 EFFECTIVENESS DATE: 20151113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kerrisdale Advisers, LLC CENTRAL INDEX KEY: 0001569688 IRS NUMBER: 264757417 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15277 FILM NUMBER: 151226800 BUSINESS ADDRESS: STREET 1: 1212 AVENUE OF THE AMERICAS STREET 2: 3RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: (212) 792-9788 MAIL ADDRESS: STREET 1: 1212 AVENUE OF THE AMERICAS STREET 2: 3RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001569688 XXXXXXXX 09-30-2015 09-30-2015 false Kerrisdale Advisers, LLC

1212 Avenue Of The Americas 3rd Floor New York NY 10036

13F HOLDINGS REPORT 028-15277 N Edward Gu 212-584-8937 /s/ Edward Gu New York NY 11-13-2015 0 41 343665 INFORMATION TABLE 2 infotable.xml AMERCO COM 023586100 17181 43666 SH SOLE 43666 0 0 BGC PARTNERS INC CL A 05541T101 4833 588000 SH SOLE 588000 0 0 CENTENE CORP DEL COM 15135B101 1522 28073 SH SOLE 28073 0 0 CHASE CORP COM 16150R104 419 10638 SH SOLE 10638 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 20852 333039 SH SOLE 333039 0 0 COMMUNITY HEALTH SYS INC NEW COM 203668108 5479 128107 SH SOLE 128107 0 0 COOPER COS INC COM NEW 216648402 5210 35000 SH SOLE 35000 0 0 DEX MEDIA INC NEW COM 25213A107 17 123673 SH SOLE 123673 0 0 ECHO GLOBAL LOGISTICS INC COM 27875T101 509 25948 SH SOLE 25948 0 0 E-COMMERCE CHINA DANGDANG IN SPN ADS COM A 26833A105 1302 218070 SH SOLE 218070 0 0 EPAM SYS INC COM 29414B104 15090 202500 SH SOLE 202500 0 0 FIRST SOUTH BANCORP INC VA COM 33646W100 193 24415 SH SOLE 24415 0 0 FRESH MKT INC COM 35804H106 3002 132912 SH SOLE 132912 0 0 GULF COAST ULTRA DEEP RTY TR ROYALTY TR UNT 40222T104 6 19058 SH SOLE 19058 0 0 ICON PLC SHS G4705A100 4064 57264 SH SOLE 57264 0 0 JONES LANG LASALLE INC COM 48020Q107 40783 283665 SH SOLE 283665 0 0 KORN FERRY INTL COM NEW 500643200 13132 397086 SH SOLE 397086 0 0 LIFELOCK INC COM 53224V100 15334 1750475 SH SOLE 1750475 0 0 LUXOFT HLDG INC ORD SHS CL A G57279104 19556 308988 SH SOLE 308988 0 0 MARKIT LTD SHS G58249106 21746 749856 SH SOLE 749856 0 0 MCGRAW HILL FINL INC COM 580645109 30024 347095 SH SOLE 347095 0 0 MCKESSON CORP COM 58155Q103 13434 72603 SH SOLE 72603 0 0 MILLER HERMAN INC COM 600544100 7551 261818 SH SOLE 261818 0 0 MORGANS HOTEL GROUP CO COM 61748W108 441 132851 SH SOLE 132851 0 0 PAREXEL INTL CORP COM 699462107 16478 266112 SH SOLE 266112 0 0 PREMIER EXHIBITIONS INC COM NEW 74051E201 209 116321 SH SOLE 116321 0 0 PRICELINE GRP INC COM NEW 741503403 15437 12481 SH SOLE 12481 0 0 RETAILMENOT INC COM SER 1 76132B106 327 39684 SH SOLE 39684 0 0 SMARTPROS LTD COM 83171G103 388 145708 SH SOLE 145708 0 0 SOLARWINDS INC COM 83416B109 798 20334 SH SOLE 20334 0 0 SOTHEBYS COM 835898107 14802 462860 SH SOLE 462860 0 0 TARO PHARMACEUTICAL INDS LTD SHS M8737E108 11008 77040 SH SOLE 77040 0 0 TRINET GROUP INC COM 896288107 1329 79101 SH SOLE 79101 0 0 TWITTER INC COM 90184L102 4416 163935 SH SOLE 163935 0 0 UNITED NAT FOODS INC COM 911163103 1649 33993 SH SOLE 33993 0 0 UNITEDHEALTH GROUP INC COM 91324P102 10382 89490 SH SOLE 89490 0 0 WAL-MART STORES INC COM 931142103 3485 53746 SH SOLE 53746 0 0 WEBSTER FINL CORP CONN COM 947890109 502 14087 SH SOLE 14087 0 0 YELP INC CL A 985817105 16021 739664 SH SOLE 739664 0 0 ZAIS FINL CORP COM 98886K108 1798 134149 SH SOLE 134149 0 0 ZS PHARMA INC COM 98979G105 2956 45021 SH SOLE 45021 0 0