Q2 2015 Holdings
Filed 2015-08-14 | 15 holdings | $52.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fortinet, Inc. CMN(FTNT) | COM | 34959E109 | $7.9K | 190,000 | 14.9% |
| Kansas City Southern CMN | COM | 485170302 | $6.4K | 70,000 | 12.2% |
| Airgas Inc CMN | COM | 009363102 | $5.3K | 50,000 | 10.1% |
| The Goodyear Tire & Rubber Co. CMN(GT) | COM | 382550101 | $4.5K | 150,000 | 8.6% |
| Carnival Corporation CMN(CCL) | COM | 143658300 | $4.0K | 80,000 | 7.5% |
| CDK Global Inc CMN(CDK) | COM | 12508E101 | $3.8K | 70,000 | 7.2% |
| Soufun Hldgs LTD ADR CMN | COM | 836034108 | $3.4K | 400,000 | 6.4% |
| Royal Caribbean Cruises LTD Isin: Lr0008862868(RCL) | COM | V7780T103 | $2.9K | 36,700 | 5.5% |
| Tower Semiconductor LTD CMN(TSEM) | COM | M87915274 | $2.8K | 182,000 | 5.3% |
| Macquarie Infrastructure Corp CMN | COM | 55608B105 | $2.8K | 33,592 | 5.3% |
| Dish Network Corporation CMN Class A(DISH) | COM | 25470M109 | $2.7K | 40,000 | 5.2% |
| Sirius XM Holdings Inc CMN(SIRIEUR) | COM | 82968B103 | $2.4K | 650,000 | 4.6% |
| Vodafone Group PLC ADR CMN(VOD) | COM | 92857W308 | $1.5K | 40,000 | 2.8% |
| Jetblue Airways Corporation CMN(JBLU) | COM | 477143101 | $1.4K | 65,800 | 2.6% |
| Humana Inc. CMN(HUM) | COM | 444859102 | $956 | 5,000 | 1.8% |