Q2 2013 Holdings
Filed 2013-08-06 | 6 holdings | $124.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Joy Global Inc. | COM | 481165108 | $51.1K | 1,052,000 | 41.0% |
| Iconix Brand Group Inc. | COM | 451055107 | $28.1K | 955,000 | 22.6% |
| Fidelity National Information Services(FIS) | COM | 31620M106 | $15.2K | 355,000 | 12.2% |
| Global Payments Inc.(GPN) | COM | 37940X102 | $12.0K | 260,000 | 9.7% |
| Lowes Companies Inc.(LOW) | COM | 548661107 | $11.7K | 287,000 | 9.4% |
| Coach Inc. | COM | 189754104 | $6.4K | 112,000 | 5.1% |