Q4 2013 Holdings
Filed 2014-02-14 | 20 holdings | $100.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| EQT Corp(EQT) | COM | 26884L109 | $11.7K | 130,000 | 11.6% |
| Emerald Oil Inc | COM NEW | 29101U209 | $10.9K | 1,421,000 | 10.8% |
| General Mtrs Co(GM) | COM | 37045V100 | $6.1K | 150,000 | 6.1% |
| MRC Global Inc(37M) | COM | 55345K103 | $6.1K | 190,000 | 6.1% |
| Gulfport Energy Corp | COM NEW | 402635304 | $6.0K | 95,000 | 6.0% |
| Harley Davidson Inc(HOG) | COM | 412822108 | $5.9K | 85,000 | 5.9% |
| Jones Energy Inc | COM CL A | 48019R108 | $5.8K | 400,000 | 5.8% |
| General Electric Co | COM | 369604103 | $5.6K | 200,000 | 5.6% |
| American Midstream Partners | COM UNITS | 02752P100 | $5.4K | 200,000 | 5.4% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $5.0K | 30,850 | 5.0% |
| Realogy Hldgs Corp | COM | 75605Y106 | $4.9K | 100,000 | 4.9% |
| Atmi Inc | COM | 00207R101 | $4.4K | 144,750 | 4.4% |
| Precision Castparts Corp | COM | 740189105 | $3.9K | 14,500 | 3.9% |
| Goodrich Pete Corp | COM NEW | 382410405 | $3.1K | 185,000 | 3.1% |
| Danaher Corp del(DHR) | COM | 235851102 | $2.9K | 37,160 | 2.9% |
| Navigator Holdings LTD(NVGS) | SHS | Y62132108 | $2.8K | 105,000 | 2.8% |
| Goodrich Pete CorpCall | COM | 382410405 | $2.7K | 160,000 | 2.7% |
| Castle A M & Co | COM | 148411101 | $2.7K | 179,511 | 2.6% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $2.6K | 14,000 | 2.6% |
| Halliburton Co(HAL) | COM | 406216101 | $1.8K | 36,000 | 1.8% |