Q1 2014 Holdings
Filed 2014-05-13 | 8 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sensata Technologies(ST) | COM | N7902X106 | $270.6K | 6,346,661 | 23.2% |
| EMC Corp | COM | 268648102 | $181.2K | 6,612,400 | 15.5% |
| Valeant Pharmacueticals | COM | 91911K102 | $180.3K | 1,368,040 | 15.5% |
| Google Inc | COM | 38259P508 | $153.0K | 137,263 | 13.1% |
| Esrx | COM | 30219G108 | $135.2K | 1,800,000 | 11.6% |
| IHS Inc | COM | 451734107 | $96.5K | 794,307 | 8.3% |
| Kinder Morgan Energy | COM | 494550106 | $76.4K | 1,033,019 | 6.6% |
| Kinder Morgan Mnge | COM | 49455U100 | $72.5K | 1,011,943 | 6.2% |