Q1 2016 Holdings
Filed 2016-05-16 | 14 holdings | $911.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| GNC Hldgs Inc | COM CL A | 36191G107 | $174.1K | 5,484,218 | 19.1% |
| Allergan PLC | SHS | G0177J108 | $144.7K | 539,807 | 15.9% |
| Amaya Inc | COM | 02314M108 | $109.6K | 8,193,863 | 12.0% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $81.6K | 1,045,615 | 9.0% |
| Bank Amer Corp(BAC) | COM | 060505104 | $79.7K | 5,893,186 | 8.7% |
| Synchrony Finl(SYF) | COM | 87165B103 | $61.2K | 2,134,923 | 6.7% |
| Tyson Foods Inc(TSN) | CL A | 902494103 | $59.6K | 893,654 | 6.5% |
| Adeptus Health Inc(ADPTEUR) | CL A | 006855100 | $33.3K | 599,003 | 3.7% |
| Masonite Intl Corp New(DOOREUR) | COM | 575385109 | $32.7K | 499,432 | 3.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $30.3K | 40,643 | 3.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $30.2K | 39,584 | 3.3% |
| IMS Health Hldgs Inc | COM | 44970B109 | $30.0K | 1,131,018 | 3.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $23.1K | 38,958 | 2.5% |
| Axalta Coating SYS LTD(AXTA) | COM | G0750C108 | $21.3K | 729,614 | 2.3% |