Q2 2015 Holdings
Filed 2015-08-14 | 19 holdings | $351.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kraft Foods Group IncCall | COM | 50076Q106 | $180.2K | 2,116,000 | 51.2% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $38.5K | 88,697 | 10.9% |
| Charter Communications Inc | CL A NEW | 16117M305 | $23.2K | 135,424 | 6.6% |
| Precision Castparts Corp | COM | 740189105 | $18.8K | 94,168 | 5.4% |
| priceline.com Inc | COM NEW | 741503403 | $16.8K | 14,612 | 4.8% |
| Endo Pharmaceuticals Holdings | SHS | G30401106 | $16.3K | 205,101 | 4.6% |
| Esterline Technologies Corp | COM | 297425100 | $11.5K | 120,150 | 3.3% |
| Liberty Global Plc | SHS CL C | G5480U120 | $10.9K | 214,300 | 3.1% |
| Equinix Inc(EQIX) | COM PAR $0.001 | 29444U700 | $10.4K | 40,939 | 3.0% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $9.0K | 98,747 | 2.5% |
| Medicines Co | COM | 584688105 | $7.3K | 254,591 | 2.1% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $5.0K | 86,477 | 1.4% |
| Xoma Corp | COM | 98419J107 | $3.9K | 1,014,500 | 1.1% |