Q3 2013 Holdings
Filed 2013-10-10 | 21 holdings | $115.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Seadrill Limited | SHS | G7945E105 | $15.4K | 342,000 | 13.4% |
| Penn West Pete LTD New | COM | 707887105 | $9.7K | 875,000 | 8.4% |
| Frontier Communications Corp | COM | 35906A108 | $9.6K | 2,291,000 | 8.3% |
| Republic Awys Hldgs Inc | COM | 760276105 | $8.1K | 678,732 | 7.0% |
| U S Airways Group Inc | COM | 90341W108 | $7.9K | 415,000 | 6.8% |
| Ebay Inc(EBAY) | COM | 278642103 | $7.5K | 135,000 | 6.5% |
| Micron Technology Inc(MU) | COM | 595112103 | $7.5K | 430,000 | 6.5% |
| Realogy Hldgs Corp | COM | 75605Y106 | $7.3K | 169,000 | 6.3% |
| Rowan Companies PLC | SHS CL A | G7665A101 | $6.9K | 189,000 | 6.0% |
| Ford MTR Co del(F) | COM PAR $0.01 | 345370860 | $6.2K | 365,000 | 5.3% |
| BP PLC(BP) | SPONSORED ADR | 055622104 | $6.0K | 143,500 | 5.2% |
| Annaly Cap Mgmt Inc(NLYEUR) | COM | 035710409 | $5.8K | 500,000 | 5.0% |
| Cameco Corp(CCJ) | COM | 13321L108 | $5.8K | 320,000 | 5.0% |
| Bank of America Corporation(BAC) | COM | 060505104 | $2.8K | 200,000 | 2.4% |
| Quanta Svcs Inc(PWR) | COM | 74762E102 | $2.2K | 80,000 | 1.9% |
| Vantage Drilling Company | ORD SHS | G93205113 | $1.9K | 1,100,000 | 1.6% |
| FLY Leasing LTD | SPONSORED ADR | 34407D109 | $1.7K | 126,000 | 1.5% |
| Chimera Invt Corp | COM | 16934Q109 | $1.1K | 362,000 | 1.0% |
| Harbinger Group Inc | COM | 41146A106 | $1.0K | 96,500 | 0.9% |
| Parametric Sound Corp | COM NEW | 699172201 | $700 | 55,900 | 0.6% |
| Axiall Corp | COM | 05463D100 | $378 | 10,000 | 0.3% |