Q1 2014 Holdings
Filed 2014-05-15 | 14 holdings | $906.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CBS Corp New | CL B | 124857202 | $115.9K | 1,874,727 | 12.8% |
| Towers Watson & Co | CL A | 891894107 | $114.2K | 1,001,163 | 12.6% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $105.3K | 403,879 | 11.6% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $92.3K | 2,888,073 | 10.2% |
| Intuit(INTU) | COM | 461202103 | $92.3K | 1,187,103 | 10.2% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $86.1K | 4,211,681 | 9.5% |
| DOW Chem Co | COM | 260543103 | $80.0K | 1,645,490 | 8.8% |
| SBA Communications Corp | COM | 78388J106 | $72.4K | 796,138 | 8.0% |
| Liberty Global PLC | SHS CL A | G5480U104 | $46.2K | 1,110,027 | 5.1% |
| Liberty Global PLC | SHS CL C | G5480U120 | $35.5K | 873,227 | 3.9% |
| Constant Contact Inc | COM | 210313102 | $29.6K | 1,208,666 | 3.3% |
| Lions Gate Entmnt Corp | COM NEW | 535919203 | $29.0K | 1,085,200 | 3.2% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $7.6K | 100,000 | 0.8% |
| CBS Corp NewCall | CL B | 124857202 | $297 | 4,810 | 0.0% |