Q3 2013 Holdings
Filed 2013-11-06 | 10 holdings | $471.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wesco Aircraft Hldg Inc | COM | 950814103 | $92.5K | 4,419,089 | 19.6% |
| Liberty Interactive Corp | INT COM SER A | 53071M104 | $68.1K | 2,901,615 | 14.5% |
| CDW Corp | COM | 12512N105 | $56.2K | 2,460,229 | 11.9% |
| Covanta Holding Corp(CVA1EUR) | COM | 22282E102 | $51.6K | 2,413,543 | 11.0% |
| Iron MTN Inc | COM | 462846106 | $49.1K | 1,818,007 | 10.4% |
| Corrections Corp | COM NEW | 22025Y407 | $41.1K | 1,191,010 | 8.7% |
| Verisign Inc(VRSN) | COM | 92343E102 | $41.1K | 807,095 | 8.7% |
| Capella Education Co | COM | 139594105 | $38.5K | 681,357 | 8.2% |
| Time Warner Cable Inc | COM | 88732J207 | $19.2K | 171,684 | 4.1% |
| Liberty Ventures Series A | COM | 53071M880 | $13.6K | 153,739 | 2.9% |