Q2 2014 Holdings
Filed 2014-08-14 | 9 holdings | $152.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Endo Intl PLC | SHS | G30401106 | $49.8K | 711,015 | 32.6% |
| Sealed AIR Corp New(SEE) | COM | 81211K100 | $36.9K | 1,080,332 | 24.2% |
| Esterline Technologies Corp | COM | 297425100 | $22.4K | 195,000 | 14.7% |
| Albany Molecular Research | COM | 012423109 | $13.5K | 670,190 | 8.8% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $12.5K | 75,000 | 8.2% |
| Blackbaud Inc(BLKB) | COM | 09227Q100 | $7.8K | 217,766 | 5.1% |
| Actavis PLC | SHS | G0083B108 | $4.7K | 21,000 | 3.1% |
| Level 3 Communications Inc | COM NEW | 52729N308 | $3.5K | 80,000 | 2.3% |
| Endo Intl PLCCall | OPTIONS | G30401906 | $1.7K | 230,000 | 1.1% |