Q4 2013 Holdings
Filed 2014-02-03 | 9 holdings | $539.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wesco Aircraft Hldg Inc | COM | 950814103 | $97.5K | 4,447,768 | 18.1% |
| Liberty Interactive Corp | INT COM SER A | 53071M104 | $85.4K | 2,908,165 | 15.8% |
| CDW Corp(CDW) | COM | 12514G108 | $77.4K | 3,314,988 | 14.3% |
| Iron MTN Inc | COM | 462846106 | $61.1K | 2,014,549 | 11.3% |
| Covanta Holding Corp(CVA1EUR) | COM | 22282E102 | $59.5K | 3,354,790 | 11.0% |
| Verisign Inc(VRSN) | COM | 92343E102 | $48.4K | 808,845 | 9.0% |
| Capella Education Co | COM | 139594105 | $45.4K | 683,057 | 8.4% |
| Corrections Corp | COM NEW | 22025Y407 | $41.6K | 1,298,616 | 7.7% |
| Time Warner Cable Inc | COM | 88732J207 | $23.3K | 172,084 | 4.3% |