Q1 2014 Holdings
Filed 2014-05-07 | 20 holdings | $326.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc | COM | 37833100 | $96.6K | 180,000 | 29.6% |
| Crown Castle Intl Corp | COM | 228227104 | $24.0K | 325,000 | 7.3% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $22.5K | 450,000 | 6.9% |
| Telephone & Data SYS Inc(TDS) | COM NEW | 879433829 | $21.0K | 800,000 | 6.4% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $19.3K | 585,000 | 5.9% |
| Melco Crown Entmt LTD(MLCO) | ADR | 585464100 | $17.0K | 440,000 | 5.2% |
| Arcelormittal SA Luxembourg | NY REGISTRY SH | 3938L104 | $16.2K | 1,004,800 | 5.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $14.3K | 300,000 | 4.4% |
| Cablevision SYS Corp(CVCEUR) | CL A NY CABLVS | 12686C109 | $14.1K | 835,000 | 4.3% |
| MGM Resorts International(MGM) | COM | 552953101 | $12.7K | 490,000 | 3.9% |
| Time Warner Cable Inc | COM | 88732J207 | $11.7K | 85,000 | 3.6% |
| Centurylink Inc(CTLEUR) | COM | 156700106 | $9.9K | 300,000 | 3.0% |
| Market Vectors ETF TR | RUSSIA ETF | 57060U506 | $9.8K | 410,135 | 3.0% |
| Telefonica Brasil SA | SPONSORED ADR | 87936R106 | $9.3K | 440,000 | 2.9% |
| Jetblue Airways Corp(JBLU) | COM | 477143101 | $7.8K | 900,000 | 2.4% |
| United Contl Hldgs Inc(UAL) | COM | 910047109 | $7.6K | 170,000 | 2.3% |
| American Airls Group Inc(AAL) | COM | 02376R102 | $7.3K | 200,000 | 2.2% |
| Dish Network Corp(DISH) | CL A | 25470M109 | $3.1K | 50,000 | 1.0% |
| TIM Participacoes S A | SPONSORED ADR | 88706P205 | $1.9K | 75,000 | 0.6% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $507 | 3,096 | 0.2% |