Q3 2014 Holdings
Filed 2014-11-13 | 9 holdings | $162.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Endo Intl PLC | SHS | G30401106 | $49.9K | 730,015 | 30.7% |
| Sealed AIR Corp New(SEE) | COM | 81211K100 | $34.6K | 992,191 | 21.3% |
| Albany Molecular Resh Inc | COM | 012423109 | $30.0K | 1,360,899 | 18.5% |
| Esterline Technologies Corp | COM | 297425100 | $27.5K | 247,200 | 16.9% |
| Blackbaud Inc(BLKB) | COM | 09227Q100 | $7.1K | 180,692 | 4.4% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $5.2K | 28,000 | 3.2% |
| Actavis PLC | SHS | G0083B108 | $4.8K | 20,000 | 3.0% |
| Level 3 Communications Inc | COM NEW | 52729N308 | $2.3K | 50,000 | 1.4% |
| Endo Intl PLCCall | OPTIONS | G30401906 | $1.3K | 280,000 | 0.8% |