Q4 2013 Holdings
Filed 2014-02-14 | 14 holdings | $123.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Block H & R Inc(HRB) | COM | 093671105 | $18.9K | 649,132 | 15.3% |
| Aarons Inc(AANUSD) | COM | 002535300 | $14.9K | 507,916 | 12.1% |
| XO Group Inc | COM | 983772104 | $14.2K | 953,173 | 11.5% |
| Blucora Inc(BCOREUR) | COM | 095229100 | $11.7K | 399,805 | 9.5% |
| Sabra Health Care REIT Inc(SBRA) | COM | 78573L106 | $10.7K | 408,324 | 8.7% |
| Aviv REIT Inc MD | COM | 05381L101 | $10.0K | 421,113 | 8.1% |
| State BK Finl Corp | COM | 856190103 | $8.9K | 488,922 | 7.2% |
| Getty Rlty Corp New(GTY) | COM | 374297109 | $8.8K | 480,104 | 7.2% |
| Imperial Hldgs Inc | COM | 452834104 | $7.6K | 1,167,444 | 6.2% |
| Performant Finl Corp(PFMTUSD) | COM | 71377E105 | $7.6K | 739,318 | 6.2% |
| GEO Group Inc | COM | 36159R103 | $4.8K | 149,164 | 3.9% |
| American Apparel Inc | COM | 023850100 | $3.7K | 2,985,610 | 3.0% |
| Commonwealth REIT | CALL | 203233101 | $1.4K | 64,663 | 1.2% |