Q1 2014 Holdings
Filed 2014-04-10 | 9 holdings | $146.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Endo Intl PLC | COM | G30401106 | $43.9K | 640,015 | 30.1% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $34.0K | 183,400 | 23.2% |
| Sealed AIR Corp New(SEE) | COM | 81211K100 | $32.2K | 980,332 | 22.0% |
| Esterline Technologies Corp | COM | 297425100 | $18.6K | 175,000 | 12.8% |
| Forest Laboratories Inc | COM | 345838106 | $5.4K | 59,000 | 3.7% |
| Actavis PLC | SHS | G0083B108 | $4.3K | 21,000 | 3.0% |
| Level 3 Communications Inc | COM NEW | 52729N308 | $3.9K | 100,000 | 2.7% |
| Blackbaud Inc(BLKB) | COM | 09227Q100 | $3.6K | 115,721 | 2.5% |
| Endo Intl PLCCall | OPTIONS | G30401906 | $108 | 10,000 | 0.1% |