Q4 2013 Holdings
Filed 2014-02-11 | 10 holdings | $288.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Qualcomm Inc(QCOM) | COM | 747525103 | $58.7K | 790,000 | 20.4% |
| Ebay Inc(EBAY) | COM | 278642103 | $47.1K | 858,000 | 16.3% |
| Mcgraw Hill Finl Inc | COM | 580645109 | $36.9K | 472,000 | 12.8% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $36.2K | 710,000 | 12.6% |
| Sandisk Corp | COM | 80004C101 | $24.8K | 352,000 | 8.6% |
| IAC Interactivecorp(IACIEUR) | COM PAR $.001 | 44919P508 | $19.7K | 287,000 | 6.8% |
| The ADT Corporation | COM | 00101J106 | $18.8K | 465,000 | 6.5% |
| Cogent Comm Group Inc(CCOI) | COM NEW | 19239V302 | $17.6K | 435,000 | 6.1% |
| Equinix Inc | COM NEW | 29444U502 | $15.9K | 89,750 | 5.5% |
| Global Indemnity PLC | SHS | G39319101 | $12.3K | 553,491 | 4.3% |