Q4 2014 Holdings
Filed 2015-02-17 | 8 holdings | $78.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Polyone Corp | COM | 73179P106 | $17.6K | 465,000 | 22.4% |
| Intuit(INTU) | COM | 461202103 | $13.2K | 143,500 | 16.8% |
| Carter Inc(CRI) | COM | 146229109 | $13.0K | 149,000 | 16.6% |
| MFC Indl LTD | COM | 55278T105 | $8.5K | 1,200,000 | 10.8% |
| WEX Inc(WEX) | COM | 96208T104 | $7.4K | 75,000 | 9.4% |
| CTS Corp(CTS) | COM | 126501105 | $7.0K | 395,000 | 9.0% |
| Circor Intl Inc(CIR2USD) | COM | 17273K109 | $6.0K | 99,864 | 7.7% |
| Aptargroup Inc(ATR) | COM | 038336103 | $5.7K | 85,000 | 7.2% |