Q3 2013 Holdings
Filed 2013-11-14 | 9 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Master Card Inc(MA) | COM | 57636Q104 | $284.2K | 422,401 | 25.9% |
| Sensata Technologies(ST) | COM | N7902X106 | $176.3K | 4,607,000 | 16.1% |
| Valeant Pharmiceuticals | COM | 91911K102 | $124.2K | 1,190,442 | 11.3% |
| Google Inc | COM | 38259P508 | $120.8K | 137,263 | 11.0% |
| EMC Corp | COM | 268648102 | $104.9K | 4,102,400 | 9.6% |
| IHS Inc | COM | 451734107 | $90.7K | 794,307 | 8.3% |
| Kinder Morgan Energy | COM | 494550106 | $82.5K | 1,033,019 | 7.5% |
| Kinder Morgan Management | COM | 49455U100 | $73.2K | 976,998 | 6.7% |
| El Paso Pipeline Partners | COM | 283702108 | $40.3K | 955,300 | 3.7% |