Q2 2014 Holdings
Filed 2014-08-11 | 7 holdings | $163.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| JOY Global Inc | COM | 481165108 | $62.6K | 1,017,000 | 38.4% |
| Petsmart Inc | COM | 716768106 | $51.0K | 852,000 | 31.2% |
| Diamond Offshore Drilling in(DOEUR) | COM | 25271C102 | $16.2K | 327,000 | 9.9% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $12.8K | 175,800 | 7.8% |
| National Oilwell Varco Inc(NOVEUR) | COM | 637071101 | $7.1K | 86,000 | 4.3% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $6.9K | 377,000 | 4.2% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $6.6K | 121,000 | 4.1% |