Q4 2014 Holdings
Filed 2015-02-17 | 11 holdings | $28.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visteon Corp(VC) | COM NEW | 92839U206 | $5.8K | 53,898 | 20.4% |
| Forestar Group Inc | COM | 346233109 | $5.3K | 344,224 | 18.8% |
| Rally Software Development Cor | COM | 751198102 | $2.6K | 232,500 | 9.4% |
| Silicon Image Inc | COM | 82705T102 | $2.5K | 446,600 | 8.7% |
| Children's Place Inc(PLCE) | COM | 168905107 | $2.4K | 41,900 | 8.5% |
| Kraton Performance Polymers In | COM | 50077C106 | $2.1K | 103,000 | 7.6% |
| Magnachip Semiconductor Corp(MX) | COM | 55933J203 | $1.9K | 150,000 | 6.9% |
| OM Group Inc | COM | 670872100 | $1.9K | 65,000 | 6.9% |
| American Realty Capital Proper | COM | 02917T104 | $1.8K | 200,000 | 6.4% |
| JDS Uniphase Corp | COM | 46612J507 | $1.6K | 115,000 | 5.6% |
| International Game Technology | COM | 459902102 | $258 | 14,929 | 0.9% |