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Institutional Investment Manager
Scoria Capital Partners LP
Scoria Capital Partners LP (CIK: 0001586560) incorporated in Delaware, located at 225 High Ridge Road, Stamford, CT. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Original 13F HR (0001172661-15-000594) filed in 2015.02.17
#
Name
Shares
Value ($)
%
Options
Notes
1 ASSURED GUARANTY LTD COM 415,000 10,786 4.87%
2 HILTON WORLDWIDE 315,000 8,218 3.71%
3 GOOGLE INC 15,500 8,159 3.69%
4 NORTHSTAR RLTY FIN CORP COM NEW 375,000 6,593 2.98%
5 SPIRIT AIRLS INC 67,500 5,102 2.31%
6 FERRO CORP 315,000 4,082 1.84%
7 COGNIZANT TECHNOLOGY SOLUTIO 71,550 3,768 1.70%
8 HD SUPPLY HLDGS INCORPORATED 123,724 3,649 1.65%
9 GLOBAL PMTS INC 45,000 3,633 1.64%
10 STONE ENERGY CORP 215,000 3,629 1.64%
11 BANK AMER CORP 200,000 3,578 1.62%
12 ALLERGAN PLC 13,600 3,501 1.58%
13 AMERICAN AIRLS GROUP INC 65,000 3,486 1.58%
14 HERITAGE INS HLDGS INC COM 176,505 3,429 1.55%
15 SEI INVESTMENTS CO 85,000 3,403 1.54%
16 MICRON TECHNOLOGY INC 95,000 3,326 1.50%
17 XL Group plc 95,000 3,265 1.48%
18 SPIRIT AEROSYSTEMS HLDGS INC 75,000 3,228 1.46%
19 VANTIV INC 95,000 3,222 1.46%
20 SCHWAB CHARLES CORP 105,000 3,170 1.43%
21 LEGG MASON INC 55,000 2,935 1.33%
22 NORTHSTAR ASSET 130,000 2,934 1.33%
23 POLYONE CORP 75,000 2,843 1.28%
24 HUDSON CITY BANCORP INC 278,900 2,822 1.28%
25 Mavenir Systems, Inc. 205,700 2,789 1.26%
26 ALBEMARLE CORP 45,000 2,706 1.22%
27 RADIAN GROUP INC 160,000 2,675 1.21%
28 BRINKER INTL INC 45,000 2,641 1.19%
29 TYCO INTL PLC SHS 60,000 2,632 1.19%
30 FEDERATED NATL HLDG CO COM 105,000 2,537 1.15%
31 ESSENT GROUP LTD 97,500 2,507 1.13%
32 ARGO GROUP INTERNATIONAL 45,000 2,496 1.13%
33 FIDELITY NATL INFORMATION SV 40,000 2,488 1.12%
34 Ashland Inc New 20,000 2,395 1.08%
35 NORTHERN TRUST 35,000 2,359 1.07%
36 STIFEL FINANCIAL CP 45,359 2,314 1.05%
37 FORTUNE BRANDS HOME & SEC IN 50,000 2,264 1.02%
38 HUBBELL INC CLASS B 20,000 2,137 0.97%
39 BROADCOM CORP CL A 45,000 1,950 0.88%
40 WAL-MART STORES INC 22,500 1,932 0.87%
41 WHITE MOUNTAINS INSURANCE GRP LTD 3,050 1,922 0.87%
42 BANK NEW YORK MELLON CORP 45,000 1,826 0.83%
43 DISH NETWORK A 25,000 1,822 0.82%
44 ADVANCE AUTO PARTS INC 11,000 1,752 0.79%
45 FIAT CHRYSLER AUTOMOBILES N 150,000 1,737 0.78%
46 PAYCHEX INC 37,500 1,731 0.78%
47 MASTERCARD INCORPORATED 20,000 1,723 0.78%
48 BABCOCK & WILCOX COMPANY 55,000 1,667 0.75%
49 APPLE INC 15,000 1,656 0.75%
50 Hewlett Packard Co 40,000 1,605 0.73%
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