Q3 2013 Holdings
Filed 2013-11-12 | 304 holdings | $12.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Conocophillips(COP) | COM | 20825C104 | $382.0K | 5,500 | 3.1% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $1.5M | 391,369 | 12.0% |
| Cummins Inc(CMI) | COM | 231021106 | $4.4M | 33,000 | 35.2% |
| D R Horton Inc(DHI) | COM | 23331A109 | $5.2M | 268,200 | 41.8% |