Q4 2013 Holdings
Filed 2014-02-12 | 18 holdings | $297.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Google Inc | CL A | 38259P508 | $53.1K | 47,395 | 17.9% |
| Pentair LTD(PNR) | SHS | H6169Q108 | $28.5K | 367,422 | 9.6% |
| Priceline COM Inc | COM NEW | 741503403 | $27.7K | 23,850 | 9.3% |
| Precision Castparts Corp | COM | 740189105 | $25.4K | 94,200 | 8.5% |
| Visa Inc(V) | COM CL A | 92826C839 | $22.8K | 102,258 | 7.7% |
| B/E Aerospace Inc | COM | 073302101 | $20.0K | 229,574 | 6.7% |
| Tyco International LTD | SHS | H89128104 | $17.3K | 420,600 | 5.8% |
| Consol Energy Inc | COM | 20854P109 | $16.9K | 443,350 | 5.7% |
| Time Warner Inc | COM NEW | 887317303 | $15.3K | 219,160 | 5.1% |
| Exxon Mobil Corp(XOM)Put | COM | 30231G102 | $12.3K | 121,500 | 4.1% |
| Ingersoll-Rand PLC(IR) | SHS | G47791101 | $10.9K | 177,150 | 3.7% |
| Cabot Oil & Gas Corp(CTRA) | COM | 127097103 | $10.8K | 279,600 | 3.6% |
| Intl Paper Co(IP) | COM | 460146103 | $10.3K | 209,166 | 3.4% |
| United Contl Hldgs Inc(UAL) | COM | 910047109 | $8.9K | 236,040 | 3.0% |
| EOG RES Inc(EOG) | COM | 26875P101 | $6.0K | 35,741 | 2.0% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $5.2K | 28,375 | 1.8% |
| Boeing Co(BA) | COM | 097023105 | $4.4K | 31,976 | 1.5% |
| Goodrich Pete Corp | COM NEW | 382410405 | $1.7K | 98,782 | 0.6% |