Q4 2013 Holdings
Filed 2014-02-13 | 7 holdings | $131.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Joy Global Inc. | COM | 481165108 | $64.7K | 1,107,000 | 49.3% |
| Fidelity National Information Services(FIS) | COM | 31620M106 | $19.1K | 355,000 | 14.5% |
| Global Payments Inc.(GPN) | COM | 37940X102 | $16.9K | 260,000 | 12.9% |
| Coach Inc. | COM | 189754104 | $11.2K | 200,000 | 8.5% |
| Iconix Brand Group Inc. | COM | 451055107 | $8.8K | 221,000 | 6.7% |
| National Oilwell Varco Inc.(NOVEUR) | COM | 637071101 | $5.8K | 73,000 | 4.4% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $4.9K | 276,000 | 3.7% |