Q1 2014 Holdings
Filed 2014-05-15 | 1 holdings | $65.7K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2014-08-15) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cheniere Energy Inc(LNG) | COM NEW | 16411R208 | $90.8K | 1,640,000 | 15.8% |
| Signet Jewelers Limited(SIG) | SHS | G81276100 | $85.2K | 805,050 | 14.8% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $75.9K | 637,500 | 13.2% |
| Zoetis Inc(ZTS)A | CL A | 98978V103 | $65.7K | 2,270,000 | 100.0% |
| Mylan Inc | COM | 628530107 | $56.9K | 1,165,000 | 9.9% |
| Lamar Advertising Co | CL A | 512815101 | $51.0K | 1,000,000 | 8.9% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $50.2K | 905,000 | 8.7% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $45.8K | 915,000 | 8.0% |
| Jarden Corp | COM | 471109108 | $39.5K | 660,000 | 6.9% |
| Time Warner Cable Inc | COM | 88732J207 | $26.9K | 196,000 | 4.7% |
| Armstrong World Inds Inc New(AWI) | COM | 04247X102 | $21.3K | 400,000 | 3.7% |
| Nexstar Broadcasting Group I(NXST) | CL A | 65336K103 | $18.3K | 487,060 | 3.2% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $12.4K | 386,813 | 2.2% |