Q4 2013 Holdings
Filed 2014-02-14 | 13 holdings | $829.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Towers Watson & Co | CL A | 891894107 | $115.9K | 908,466 | 14.0% |
| CBS Corp New | CL B | 124857202 | $92.2K | 1,445,837 | 11.1% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $86.0K | 369,059 | 10.4% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $84.3K | 2,397,773 | 10.2% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $81.2K | 4,554,832 | 9.8% |
| SBA Communications Corp | COM | 78388J106 | $79.8K | 888,448 | 9.6% |
| Intuit(INTU) | COM | 461202103 | $76.9K | 1,007,383 | 9.3% |
| Liberty Global PLC | SHS CL A | G5480U104 | $63.6K | 714,097 | 7.7% |
| SIX Flags Entmt Corp New(SIXEUR) | COM | 83001A102 | $52.5K | 1,425,967 | 6.3% |
| NRG Energy Inc(NRG) | COM NEW | 629377508 | $49.1K | 1,708,576 | 5.9% |
| Constant Contact Inc | COM | 210313102 | $29.6K | 953,599 | 3.6% |
| Time Warner Cable IncCall | COM | 88732J207 | $16.7K | 123,567 | 2.0% |
| Mindray Medical Intl LTDCall | SPON ADR | 602675100 | $1.2K | 34,007 | 0.1% |