Q3 2013 Holdings
Filed 2013-11-13 | 5 holdings | $108.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Joy Global Inc. | COM | 481165108 | $56.5K | 1,107,000 | 52.3% |
| Fidelity National Information Services(FIS) | COM | 31620M106 | $16.5K | 355,000 | 15.3% |
| Iconix Brand Group Inc. | COM | 451055107 | $15.7K | 473,000 | 14.5% |
| Global Payments Inc.(GPN) | COM | 37940X102 | $13.3K | 260,000 | 12.3% |
| Coach Inc. | COM | 189754104 | $6.1K | 112,000 | 5.6% |