Q1 2015 Holdings
Filed 2015-05-15 | 18 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tyson Foods Inc(TSN) | CL A | 902494103 | $141.8K | 3,701,488 | 9.9% |
| Huntsman Corp(HUN) | COM | 447011107 | $137.8K | 6,215,179 | 9.7% |
| GNC Hldgs Inc | COM CL A | 36191G107 | $133.3K | 2,716,695 | 9.4% |
| KAR Auction Svcs Inc(OPLN) | COM | 48238T109 | $123.2K | 3,248,756 | 8.6% |
| Allison Transmission Hldgs I(ALSN) | COM | 01973R101 | $121.9K | 3,816,933 | 8.6% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $118.3K | 2,262,698 | 8.3% |
| Spirit Aerosystems Hldgs Inc(S9Q) | COM CL A | 848574109 | $105.9K | 2,028,969 | 7.4% |
| Michael Kors Hldgs LTD | SHS | G60754101 | $76.1K | 1,157,718 | 5.3% |
| Axalta Coating SYS LTD(AXTA) | COM | G0750C108 | $66.6K | 2,409,701 | 4.7% |
| IMS Health Hldgs Inc | COM | 44970B109 | $63.7K | 2,353,107 | 4.5% |
| Qihoo 360 Technology Co LTD | ADS | 74734M109 | $62.1K | 1,213,023 | 4.4% |
| Google Inc | CL A | 38259P508 | $54.3K | 97,920 | 3.8% |
| Google Inc | CL C | 38259P706 | $54.1K | 98,792 | 3.8% |
| Cabelas Inc | COM | 126804301 | $51.2K | 915,348 | 3.6% |
| Time Warner Cable Inc | COM | 88732J207 | $43.9K | 293,180 | 3.1% |
| Ubiquiti Networks Inc | COM | 90347A100 | $39.8K | 1,347,001 | 2.8% |
| Sandridge Energy Inc | COM | 80007P307 | $23.3K | 13,085,481 | 1.6% |
| Time Warner Cable IncCall | COM | 88732J207 | $8.2K | 54,800 | 0.6% |