Q3 2014 Holdings
Filed 2014-11-14 | 19 holdings | $242.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Esterline Technologies Corp | COM | 297425100 | $35.7K | 320,961 | 14.7% |
| Amtrust Financial Services Inc | COM | 032359309 | $31.2K | 782,648 | 12.9% |
| Endo Pharmaceuticals Holdings | SHS | G30401106 | $28.2K | 412,112 | 11.6% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $17.0K | 77,683 | 7.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $16.3K | 1,574,352 | 6.7% |
| Qihoo 360 Technology Co Ltd | ADS | 74734M109 | $15.0K | 222,421 | 6.2% |
| Wyndham Worldwide Corp | COM | 98310W108 | $14.9K | 183,800 | 6.2% |
| MasterCard Inc(MA) | CL A | 57636Q104 | $14.2K | 192,143 | 5.9% |
| Monsanto Co | COM | 61166W101 | $13.1K | 116,615 | 5.4% |
| Valero Energy Corp(VLO) | COM | 91913Y100 | $12.8K | 276,181 | 5.3% |
| Liberty Global Inc | CL A | G5480U104 | $12.3K | 299,707 | 5.1% |
| Spansion Inc | CL A NEW | 84649R200 | $10.1K | 444,073 | 4.2% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $9.7K | 138,000 | 4.0% |
| Liberty Global Inc | CL C | G5480U120 | $6.7K | 157,095 | 2.8% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $5.1K | 86,477 | 2.1% |