Q2 2013 Holdings
Filed 2013-08-12 | 15 holdings | $227.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chicago Bridge & Iron Co N V | N Y REGISTRY SH | 167250109 | $24.4K | 409,498 | 10.8% |
| Post Hldgs Inc(POST) | COM | 737446104 | $24.0K | 548,622 | 10.5% |
| Valero Energy Corp New(VLO) | COM | 91913Y100 | $23.8K | 684,737 | 10.5% |
| Ocwen Finl Corp | COM NEW | 675746309 | $22.5K | 546,660 | 9.9% |
| Priceline COM Inc | COM NEW | 741503403 | $19.8K | 23,973 | 8.7% |
| Avago Technologies LTD | SHS | Y0486S104 | $18.4K | 493,293 | 8.1% |
| Directv | COM | 25490A309 | $13.7K | 222,526 | 6.0% |
| Ralph Lauren Corp(RL) | CL A | 751212101 | $12.2K | 70,090 | 5.4% |
| Ebay Inc(EBAY) | COM | 278642103 | $12.0K | 232,380 | 5.3% |
| Google Inc | CL A | 38259P508 | $12.0K | 13,643 | 5.3% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $11.4K | 182,217 | 5.0% |
| Monsanto Co New | COM | 61166W101 | $11.4K | 115,290 | 5.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $8.7K | 55,706 | 3.8% |
| Michael Kors Hldgs LTD | SHS | G60754101 | $8.6K | 139,305 | 3.8% |
| Amtrust Financial Services I | COM | 032359309 | $4.1K | 114,918 | 1.8% |