Q3 2014 Holdings
Filed 2014-11-13 | 7 holdings | $170.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Petsmart Inc. | COM | 716768106 | $61.7K | 881,000 | 36.2% |
| Joy Global Inc. | COM | 481165108 | $57.2K | 1,049,000 | 33.5% |
| Diamond Offshore Drilling Inc.(DOEUR) | COM | 25271C102 | $37.3K | 1,088,000 | 21.9% |
| National Oilwell Varco Inc.(NOVEUR) | COM | 637071101 | $6.5K | 86,000 | 3.8% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $5.7K | 391,000 | 3.4% |
| NCR Corp(VYX) | COM | 62886E108 | $1.6K | 47,000 | 0.9% |
| ServiceMaster Global Hldgs Inc. | COM | 81761R109 | $436 | 18,000 | 0.3% |