Q2 2014 Holdings
Filed 2014-08-14 | 54 holdings | $36.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Darling Ingredients Inc(DAR) | COM | 237266101 | $4.3M | 205,546 | 11.8% |
| Chegg Inc(CHGG) | COM | 163092109 | $5.7M | 805,385 | 15.5% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $7.2M | 302,190 | 19.8% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $11.9M | 358,024 | 32.7% |