Q2 2013 Holdings
Filed 2013-08-01 | 11 holdings | $462.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wesco Aircraft Hldg Inc | COM | 950814103 | $72.8K | 3,919,089 | 15.7% |
| Liberty Interactive Corp | INT COM SER A | 53071M104 | $66.8K | 2,901,615 | 14.4% |
| Western Union Co(WU) | COM | 959802109 | $49.6K | 2,898,779 | 10.7% |
| Covanta Holding Corp(CVA1EUR) | COM | 22282E102 | $48.3K | 2,413,543 | 10.4% |
| Iron MTN Inc | COM | 462846106 | $44.8K | 1,685,311 | 9.7% |
| Time Warner Cable Inc | COM | 88732J207 | $41.8K | 371,684 | 9.0% |
| Verisign Inc(VRSN) | COM | 92343E102 | $36.0K | 807,095 | 7.8% |
| CDW Corp | COM | 12512N105 | $32.9K | 1,764,706 | 7.1% |
| Corrections Corp | COM NEW | 22025Y407 | $28.4K | 837,990 | 6.1% |
| Capella Education Co | COM | 139594105 | $28.4K | 681,357 | 6.1% |
| Liberty Ventures Series A | COM | 53071M880 | $13.1K | 153,739 | 2.8% |