Q1 2015 Holdings
Filed 2015-05-15 | 8 holdings | $219.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CIT Group Inc(CITUSD) | COM NEW | 125581801 | $59.5K | 1,317,802 | 27.1% |
| Suncoke Energy Inc(SXC) | COM | 86722A103 | $40.5K | 2,707,500 | 18.4% |
| CBS Corp New | CL B | 124857202 | $36.7K | 605,000 | 16.7% |
| Micron Technology Inc(MU) | COM | 595112103 | $30.5K | 1,125,000 | 13.9% |
| Delta AIR Lines Inc del(DAL) | COM NEW | 247361702 | $18.0K | 400,000 | 8.2% |
| Discover Finl Svcs(DFSEUR) | COM | 254709108 | $16.9K | 300,000 | 7.7% |
| Aircastle LTD(AYR) | COM | G0129K104 | $9.7K | 433,120 | 4.4% |
| Hornbeck Offshore Svcs Inc N | COM | 440543106 | $8.0K | 425,523 | 3.6% |