Q4 2013 Holdings
Filed 2014-02-14 | 7 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $1.6M | 100,000 | 93.6% |
| Endo Health Solutions Inc | COM | 29264F205 | $42.9K | 635,390 | 2.5% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $27.5K | 170,477 | 1.6% |
| Sealed AIR Corp New(SEE) | COM | 81211K100 | $18.2K | 535,933 | 1.1% |
| Grifols S A(GRFS) | SP ADR REP B NVT | 398438408 | $10.0K | 278,001 | 0.6% |
| Davita Healtcare Partners I(DVA) | COM | 23918K108 | $9.4K | 147,695 | 0.5% |
| Level 3 Communications Inc | COM NEW | 52729N308 | $3.5K | 105,148 | 0.2% |