Q1 2014 Holdings
Filed 2014-05-15 | 11 holdings | $943.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Masonite Intl Corp New(DOOREUR) | COM | 575385109 | $244.3K | 4,323,201 | 25.9% |
| Sandridge Energy Inc | COM | 80007P307 | $154.9K | 25,224,807 | 16.4% |
| Energy XXI Bermuda LTD | USD UNRS SHS | G10082140 | $139.6K | 5,923,158 | 14.8% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $103.0K | 395,000 | 10.9% |
| General Mtrs Co(GM) | COM | 37045V100 | $80.4K | 2,336,809 | 8.5% |
| WPX Energy Inc | COM | 98212B103 | $57.4K | 3,181,863 | 6.1% |
| General Mtrs Co | *W EXP 07/10/201 | 37045V118 | $45.8K | 1,842,285 | 4.8% |
| Mcdermott Intl Inc | COM | 580037109 | $35.2K | 4,497,090 | 3.7% |
| General Mtrs Co | *W EXP 07/10/201 | 37045V126 | $32.1K | 1,842,285 | 3.4% |
| Quicksilver Resources Inc | COM | 74837R104 | $28.2K | 10,703,310 | 3.0% |
| Bank of America Corporation | *W EXP 01/16/201 | 060505146 | $23.0K | 2,795,291 | 2.4% |