Q1 2015 Holdings
Filed 2015-05-15 | 10 holdings | $1.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Express Scripts Hldg Co | COM | 30219G108 | $326.2K | 3,759,225 | 17.8% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $260.8K | 9,137,483 | 14.2% |
| CBS Corp New | CL B | 124857202 | $235.5K | 3,883,389 | 12.9% |
| Hanesbrands Inc(HN9) | COM | 410345102 | $232.1K | 6,925,621 | 12.7% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $208.9K | 3,812,029 | 11.4% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $203.6K | 3,526,962 | 11.1% |
| Sensata Technologies Hldg NV(ST) | SHS | N7902X106 | $184.4K | 3,210,362 | 10.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $111.2K | 939,644 | 6.1% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $66.4K | 526,617 | 3.6% |
| Time Warner Cable Inc | COM | 88732J207 | $1.5K | 10,000 | 0.1% |