Q1 2017 Holdings
Filed 2017-05-09 | 10 holdings | $137.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wells Fargo & Co.(WFC) | COM | 949746101 | $22.6K | 406,000 | 16.5% |
| Travelport Worldwide Ltd. | COM | G9019D104 | $18.9K | 1,603,000 | 13.8% |
| McKesson Corp.(MCK) | COM | 58155Q103 | $18.4K | 124,400 | 13.5% |
| Spirit Aerosystems Hldg Inc.(S9Q) | COM | 848574109 | $18.2K | 315,000 | 13.3% |
| Office Depot Inc. | COM | 676220106 | $17.6K | 3,774,000 | 12.8% |
| Web Com Group Inc. | COM | 94733A104 | $17.0K | 882,000 | 12.4% |
| Skechers USA Inc.(SKAA) | COM | 830566105 | $13.2K | 480,500 | 9.6% |
| Best Buy(BBY) | COM | 086516101 | $6.9K | 141,000 | 5.1% |
| Lendingtree Inc.(TREE) | COM | 52603B107 | $3.4K | 27,000 | 2.5% |
| J2 Global Inc.(ZD) | COM | 48123V102 | $839 | 10,000 | 0.6% |