Q3 2014 Holdings
Filed 2014-11-13 | 204 holdings | $7.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ambac Finl Group Inc(OSG) | COM | 023139884 | $541.0K | 24,469 | 7.0% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $1.2M | 19,887 | 15.3% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $1.3M | 72,679 | 16.1% |
| American Axle & MFG Hldgs in(DCH) | COM | 024061103 | $3.4M | 204,043 | 44.2% |