Q4 2013 Holdings
Filed 2014-02-11 | 19 holdings | $212.6K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2014-02-12) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ocwen Financial Corp | COM NEW | 675746309 | $32.8K | 591,648 | 15.4% |
| Valero Energy Corp(VLO) | COM | 91913Y100 | $26.7K | 530,019 | 12.6% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $20.3K | 114,205 | 9.6% |
| priceline.com Inc | COM NEW | 741503403 | $18.7K | 16,110 | 8.8% |
| Amtrust Financial Services Inc | COM | 032359309 | $15.9K | 485,532 | 7.5% |
| Chicago Bridge & Iron Co NV | COM | 167250109 | $15.2K | 182,867 | 7.2% |
| Monsanto Co | COM | 61166W101 | $15.2K | 130,117 | 7.1% |
| DaVita HealthCare Partners Inc(DVA) | COM | 23918K108 | $14.7K | 232,000 | 6.9% |
| Cognizant Technology Solutions(CTSH) | CL A | 192446102 | $14.4K | 142,642 | 6.8% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $14.2K | 190,929 | 6.7% |
| Post Holdings Inc(POST) | COM | 737446104 | $13.5K | 273,724 | 6.3% |
| Whiting Petroleum Corp | COM | 966387102 | $11.1K | 178,700 | 5.2% |