Q1 2014 Holdings
Filed 2014-05-15 | 20 holdings | $92.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Emerald Oil Inc | COM NEW | 29101U209 | $10.5K | 1,556,302 | 11.3% |
| EQT Corp(EQT) | COM | 26884L109 | $9.7K | 100,000 | 10.4% |
| General Mtrs Co(GM) | COM | 37045V100 | $7.5K | 217,000 | 8.0% |
| General Electric Co | COM | 369604103 | $7.3K | 282,100 | 7.9% |
| Harley Davidson Inc(HOG) | COM | 412822108 | $7.0K | 105,000 | 7.5% |
| Realogy Hldgs Corp | COM | 75605Y106 | $6.7K | 155,000 | 7.3% |
| MRC Global Inc(37M) | COM | 55345K103 | $5.9K | 220,000 | 6.4% |
| American Midstream Partners | COM UNITS | 02752P100 | $5.2K | 202,418 | 5.6% |
| Dresser-Rand Group Inc(DRCEUR) | COM | 261608103 | $4.4K | 75,000 | 4.7% |
| Cabot Oil & Gas Corp(CTRA) | COM | 127097103 | $4.1K | 120,000 | 4.4% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $3.7K | 20,000 | 4.0% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $3.2K | 17,000 | 3.4% |
| Goodrich Pete Corp | COM NEW | 382410405 | $3.2K | 200,000 | 3.4% |
| Danaher Corp del(DHR) | COM | 235851102 | $2.7K | 35,660 | 2.9% |
| Navigator Holdings LTD(NVGS) | SHS | Y62132108 | $2.7K | 102,100 | 2.9% |
| Goodrich Pete CorpCall | COM | 382410405 | $2.5K | 160,000 | 2.7% |
| Grainger W W Inc(GWW) | COM | 384802104 | $2.4K | 9,500 | 2.6% |
| Trimas Corp(TRS) | COM NEW | 896215209 | $1.9K | 57,673 | 2.1% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $1.8K | 9,300 | 2.0% |
| Atmi Inc | COM | 00207R101 | $580 | 17,050 | 0.6% |