Q2 2013 Holdings
Filed 2013-07-08 | 11 holdings | $270.5K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2016-03-15) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Melco Crown Entmt LTD(MLCO) | ADR | 585464100 | $8.2K | 364,754 | 0.0% |
| ANN Inc | COM | 035623107 | $8.3K | 249,260 | 0.0% |
| Borgwarner Inc(BWA) | COM | 099724106 | $8.3K | 96,204 | 0.0% |
| Synaptics Inc(SYNA) | COM | 87157D109 | $8.3K | 215,417 | 0.0% |
| Sirona Dental Systems Inc | COM | 82966C103 | $8.3K | 126,138 | 0.0% |
| Goodyear Tire & Rubr Co(GT) | COM | 382550101 | $8.4K | 546,619 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $8.4K | 39,735 | 0.0% |
| Madison Square Garden Co | CL A | 55826P100 | $8.5K | 142,667 | 0.0% |
| Synopsys Inc(SNPS) | COM | 871607107 | $8.5K | 236,749 | 0.0% |
| Green DOT Corp(GDOT) | CL A | 39304D102 | $8.5K | 428,543 | 0.0% |
| Progress Software Corp(PRGS) | COM | 743312100 | $8.6K | 373,298 | 0.0% |
| Kulicke & Soffa Inds Inc(KLIC) | COM | 501242101 | $8.6K | 777,253 | 0.0% |
| Perfect World Co LTD | SPON ADR REP B | 71372U104 | $8.6K | 494,013 | 0.0% |
| Auxilium Pharmaceuticals Inc | COM | 05334D107 | $8.6K | 518,345 | 0.0% |
| Giant Interactive Group Inc | ADR | 374511103 | $8.7K | 1,090,136 | 0.0% |
| Sohu COM Inc | COM | 83408W103 | $8.8K | 142,003 | 0.0% |
| Visteon Corp(VC) | COM NEW | 92839U206 | $8.8K | 139,344 | 0.0% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $8.9K | 174,166 | 0.0% |
| Dean Foods Co New | COM | 242370104 | $8.9K | 884,029 | 0.0% |
| Bonanza Creek Energy Inc | COM | 097793103 | $8.9K | 250,588 | 0.0% |
| Saia Inc(SAIA) | COM | 78709Y105 | $9.0K | 298,883 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $9.0K | 229,360 | 0.0% |
| Synnex Corp(SNX) | COM | 87162W100 | $9.0K | 212,697 | 0.0% |
| Stillwater MNG Co | COM | 86074Q102 | $9.0K | 837,590 | 0.0% |
| Diamondback Energy Inc(FANG) | COM | 25278X109 | $9.1K | 272,926 | 0.0% |
| Agrium Inc | COM | 008916108 | $9.1K | 104,839 | 0.0% |
| Stec IncA | COM | 784774101 | $9.3K | 1,381,588 | 3.4% |
| Magnachip Semiconductor Corp(MX) | COM | 55933J203 | $9.4K | 512,651 | 0.0% |
| Yahoo Inc | COM | 984332106 | $9.4K | 374,898 | 0.0% |
| UTI Worldwide Inc | ORD | G87210103 | $9.5K | 575,477 | 0.0% |
| Verint SYS Inc(VTY) | COM | 92343X100 | $9.6K | 271,322 | 0.0% |
| Spreadtrum Communications in | ADR | 849415203 | $9.6K | 366,929 | 0.0% |
| Isis Pharmaceuticals Inc | COM | 464330109 | $9.7K | 360,836 | 0.0% |
| Republic Awys Hldgs Inc | COM | 760276105 | $9.7K | 859,551 | 0.0% |
| Atmel Corp | COM | 049513104 | $9.8K | 1,326,522 | 0.0% |
| Restoration Hardware Hldgs I | COM | 761283100 | $9.8K | 130,504 | 0.0% |
| Tesaro Inc | COM | 881569107 | $9.8K | 299,205 | 0.0% |
| Owens Corning New(OC) | COM | 690742101 | $10.1K | 257,983 | 0.0% |
| Charter Communications Inc D | CL A NEW | 16117M305 | $10.1K | 81,585 | 0.0% |
| Verifone SYS Inc | COM | 92342Y109 | $10.2K | 606,239 | 0.0% |
| National Finl Partners CorpA | COM | 63607P208 | $10.2K | 404,391 | 2.1% |
| Hudson City BancorpA | COM | 443683107 | $10.3K | 1,125,000 | 3.8% |
| EPL Oil & Gas Inc | COM | 26883D108 | $10.3K | 350,971 | 0.0% |
| VCA Antech Inc | COM | 918194101 | $10.3K | 395,153 | 0.0% |
| Smithfield Foods IncA | COM | 832248108 | $10.4K | 316,688 | 3.8% |
| Workday Inc(WDAY) | CL A | 98138H101 | $10.4K | 162,294 | 0.0% |
| Gildan Activewear Inc(GIL) | COM | 375916103 | $10.7K | 263,788 | 0.0% |
| Berry Plastics Group Inc(BERYEUR) | COM | 08579W103 | $10.7K | 484,689 | 0.0% |
| ACE LTD | SHS | H0023R105 | $10.9K | 121,910 | 0.0% |
| Grifols S A(GRFS) | SP ADR REP B NVT | 398438408 | $11.0K | 384,474 | 0.0% |