Q4 2014 Holdings
Filed 2015-02-18 | 13 holdings | $329.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CIT Group Inc(CITUSD) | COM NEW | 125581801 | $63.0K | 1,317,802 | 19.1% |
| Suncoke Energy Inc(SXC) | COM | 86722A103 | $52.4K | 2,707,500 | 15.9% |
| Micron Technology Inc(MU) | COM | 595112103 | $39.4K | 1,125,000 | 12.0% |
| Aircastle LTD(AYR) | COM | G0129K104 | $38.6K | 1,806,115 | 11.7% |
| CBS Corp New | CL B | 124857202 | $33.5K | 605,000 | 10.2% |
| Anadarko Pete Corp(APC3EUR) | COM | 032511107 | $21.5K | 260,000 | 6.5% |
| Rowan Companies PLC | SHS CL A | G7665A101 | $20.5K | 880,000 | 6.2% |
| Discover Finl Svcs(DFSEUR) | COM | 254709108 | $19.6K | 300,000 | 6.0% |
| Barnes & Noble Inc | COM | 067774109 | $13.7K | 590,956 | 4.2% |
| First Niagara Finl GP Inc | COM | 33582V108 | $12.7K | 1,507,295 | 3.9% |
| Time Inc New | COM | 887228104 | $9.1K | 371,000 | 2.8% |
| Finish Line Inc | CL A | 317923100 | $5.3K | 217,561 | 1.6% |
| Collabrium Japan Acquisitn C | *W EXP 04/01/201 | G2266G110 | $20 | 334,637 | 0.0% |