Q4 2016 Holdings
Filed 2017-02-15 | 10 holdings | $29.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Valspar Corp | COM | 920355104 | $3.8K | 36,750 | 12.8% |
| Whitewave Foods Co | COM | 966244105 | $3.7K | 67,000 | 12.5% |
| Harman Intl Inds Inc | COM | 413086109 | $3.7K | 33,450 | 12.5% |
| Mentor Graphics Corp | COM | 587200106 | $3.7K | 100,000 | 12.4% |
| G & K Svcs Inc | CL A | 361268105 | $3.7K | 37,950 | 12.3% |
| Reynolds American Inc | COM | 761713106 | $3.6K | 64,700 | 12.2% |
| Dell Technologies Inc | COM CL V | 24703L103 | $2.3K | 41,900 | 7.8% |
| B/E Aerospace Inc | COM | 073302101 | $2.2K | 37,100 | 7.5% |
| Chemtura Corp | COM NEW | 163893209 | $2.2K | 66,600 | 7.4% |
| Intralinks Hldgs Inc | COM | 46118H104 | $729 | 53,900 | 2.5% |