Q2 2013 Holdings
Filed 2013-08-14 | 108 holdings | $62.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sealed Air Corp New(SEE) | COM | 81211K100 | $38.3K | 1,601,176 | 0.1% |
| Grace W R & Co Del New | COM | 38388F108 | $39.4K | 468,518 | 0.1% |
| Fifth & Pac Cos Inc | COM | 316645100 | $41.0K | 1,833,282 | 0.1% |
| Motorola Solutions Inc(MSI) | COM NEW | 620076307 | $41.5K | 718,994 | 0.1% |
| Covanta Hldg Corp(CVA1EUR) | COM | 22282E102 | $52.1K | 2,602,516 | 0.1% |
| Caci Intl Inc(CACI) | CL A | 127190304 | $6.3M | 99,520 | 10.1% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $20.1M | 385,804 | 32.3% |
| Autodesk Inc(ADSK) | COM | 052769106 | $35.0M | 1,031,783 | 56.2% |