Q1 2014 Holdings
Filed 2014-05-06 | 7 holdings | $140.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Joy Global Inc. | COM | 481165108 | $59.0K | 1,017,000 | 42.1% |
| Petsmart Inc. | COM | 716768106 | $22.6K | 328,000 | 16.1% |
| Fidelity National Information Services(FIS) | COM | 31620M106 | $19.0K | 355,000 | 13.5% |
| Global Payments Inc.(GPN) | COM | 37940X102 | $12.5K | 175,800 | 8.9% |
| National Oilwell Varco Inc.(NOVEUR) | COM | 637071101 | $10.4K | 134,000 | 7.4% |
| Diamond Offshore Drilling Inc.(DOEUR) | COM | 25271C102 | $10.1K | 206,200 | 7.2% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $6.7K | 377,000 | 4.8% |