Q4 2013 Holdings
Filed 2014-02-11 | 15 holdings | $56.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Flowserve Corp(FLS) | Common Stock | 34354P105 | $6.0K | 75,520 | 10.6% |
| Delta Air Lines Inc(DAL) | Common Stock | 247361702 | $5.9K | 216,580 | 10.6% |
| Masco Corp(MAS) | Common Stock | 574599106 | $5.7K | 252,050 | 10.2% |
| National Oilwell Varco Inc.(NOVEUR) | Common Stock | 637071101 | $5.1K | 64,350 | 9.1% |
| Citigroup Inc(C) | Common Stock | 172967424 | $4.9K | 93,380 | 8.7% |
| Ebay Inc(EBAY) | Common Stock | 278642103 | $4.7K | 85,690 | 8.4% |
| Nationstar Mortgage Holdings | Common Stock | 63861C109 | $4.6K | 123,900 | 8.2% |
| Union Pacific Corp.(UNP) | Common Stock | 907818108 | $4.5K | 26,790 | 8.0% |
| Celanese Corp Series A(CE) | Common Stock | 150870103 | $4.5K | 81,360 | 8.0% |
| Waste Connections Inc. | Common Stock | 941053100 | $4.5K | 102,200 | 8.0% |
| New Oriental Education | ADR | 647581107 | $1.6K | 50,750 | 2.9% |
| Fomento Economico Mexicano(FMX) | Sponsored ADR | 344419106 | $1.3K | 13,030 | 2.3% |
| E House China Holdings | ADR | 26852W103 | $1.1K | 74,630 | 2.0% |
| Mindray Medical Intl Ltd | ADR | 602675100 | $956 | 26,301 | 1.7% |
| Mobile Telesystems Ojsc | Sponsored ADR | 607409109 | $734 | 33,931 | 1.3% |