Q2 2013 Holdings
Filed 2013-08-14 | 62 holdings | $3.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Churchill Downs(CHDN) | Common Stock | 171484108 | $98.7K | 1,251,977 | 2.8% |
| UnitedHealth Group Inc(UNH) | Common Stock | 91324P102 | $114.6K | 1,750,000 | 3.2% |
| Aetna Inc | Common Stock | 00817Y108 | $149.3K | 2,350,000 | 4.2% |
| Avis Budget Group Inc(CAR) | Common Stock | 053774105 | $152.4K | 5,300,759 | 4.3% |
| Penn National Gaming(PENN) | Common Stock | 707569109 | $185.2K | 3,498,984 | 5.2% |
| Tripadvisor Inc.(TRIP) | Common Stock | 896945201 | $194.2K | 3,189,887 | 5.5% |
| Orbitz Worldwide Inc | Common Stock | 68557K109 | $197.6K | 24,605,094 | 5.5% |
| Wellpoint Inc. | Common Stock | 94973V107 | $204.6K | 2,500,000 | 5.7% |
| Alaska Air Group(ALK) | Common Stock | 011659109 | $219.0K | 4,211,666 | 6.2% |
| Delta Airlines Inc(DAL) | Common Stock | 247361702 | $249.3K | 13,323,600 | 7.0% |
| Global Eagle Entertainment Inc | Common Stock | 37951D102 | $278.3K | 28,968,499 | 7.8% |
| Priceline.com | Common Stock | 741503403 | $414.7K | 501,700 | 11.6% |