Pivot Point Capital Partners, LLC

Q4 2014 13F Holdings Report, Stock Holdings

Signature - Title: Anthony P. Brenner - Managing Member
Location: San Francisco, CA
Holdings as of: December 31, 2014
Value $: $250M
Num holdings: 8
Date filed: 2/13/2015, 04:03 PM
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included EXAM, SCOR, WTS, HAWKB, and INFA.
Previous filing: Q3 2014 - Nov 13, 2014
Next filing: Q1 2015 - May 15, 2015
SEC: View on sec.gov

Sym	Weight	Trade Impact	Company	Class	Shares Change	Activity	Value Change $	Value $	* Price $	Shares
EXAM	23.2%	-1.11%	Examworks Group Inc	COM	-66.7K	-4.56%	-$2.78M	$58.1M	41.59	1.4M
SCOR	19.6%	-2.27%	Comscore Inc	COM	-122K	-10.4%	-$5.68M	$49.1M	46.43	1.06M
WTS	13.3%	+0.79%	Watts Water Technologies Inc	CL A	+31.2K	+6.33%	+$1.98M	$33.2M	63.44	524K
HAWKB	13.2%		Blackhawk Network Hldgs Inc	CL B				$33.2M	37.69	881K
INFA	10.6%		Informatica Corp	COM				$26.6M	38.13	697K
RATE	8.67%		Bankrate Inc Del	COM				$21.7M	12.43	1.75M
CLH	5.96%	-1.21%	Clean Harbors Inc	COM	-63K	-16.9%	-$3.03M	$14.9M	48.05	311K
SALE	5.43%	+1.43%	Retailmenot Inc	COM	+244K	+35.6%	+$3.57M	$13.6M	14.62	930K
ANSS		-8.64%	Ansys Inc	COM	-279K	-100%	-$21.1M	$0		0

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* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Anthony P. Brenner	Managing Member	San Francisco, California	2/13/2015