Q1 2014 Holdings
Filed 2014-04-28 | 10 holdings | $558.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wesco Aircraft Hldg Inc | COM | 950814103 | $97.9K | 4,447,768 | 17.5% |
| CDW Corp(CDW) | COM | 12514G108 | $91.0K | 3,314,988 | 16.3% |
| Liberty Interactive Corp | INT COM SER A | 53071M104 | $84.0K | 2,908,165 | 15.0% |
| Covanta Holding Corp(CVA1EUR) | COM | 22282E102 | $60.7K | 3,365,490 | 10.9% |
| Verisign Inc(VRSN) | COM | 92343E102 | $59.8K | 1,108,845 | 10.7% |
| Iron MTN Inc | COM | 462846106 | $55.5K | 2,014,549 | 10.0% |
| Corrections Corp | COM NEW | 22025Y407 | $40.7K | 1,298,616 | 7.3% |
| Capella Education Co | COM | 139594105 | $30.0K | 474,857 | 5.4% |
| Time Warner Cable Inc | COM | 88732J207 | $23.6K | 172,084 | 4.2% |
| Valmont Industries Inc(VMI) | COM | 920253101 | $14.9K | 100,000 | 2.7% |