| 1 |
EBAY INC |
200,000 |
12,048,000 |
8.92% |
|
|
| 2 |
MOSAIC CO NEW |
250,000 |
11,712,500 |
8.67% |
|
|
| 3 |
PRUDENTIAL FINL INC |
129,764 |
11,356,945 |
8.41% |
|
|
| 4 |
TWENTY FIRST CENTY FOX INC |
334,100 |
10,873,285 |
8.05% |
|
|
| 5 |
SVB FINANCIAL GROUP |
65,000 |
9,358,700 |
6.93% |
|
|
| 6 |
UNITED CONTL HLDGS INC |
175,000 |
9,276,750 |
6.87% |
|
|
| 7 |
DELTA AIRLINES INC DEL |
200,000 |
8,216,000 |
6.08% |
|
|
| 8 |
E M C CORP MASS COM |
300,000 |
7,917,000 |
5.86% |
|
|
| 9 |
NASDAQ OMX GROUP |
150,000 |
7,321,500 |
5.42% |
|
|
| 10 |
MICHAEL KORS HLDGS LTD |
155,000 |
6,523,950 |
4.83% |
|
|
| 11 |
MARVELL TECHNOLOGY GROUP LTD |
450,000 |
5,933,250 |
4.39% |
|
|
| 12 |
SANDISK CORP |
100,000 |
5,822,000 |
4.31% |
|
|
| 13 |
APPLIED MICRO CIRCUITS ORD |
819,633 |
5,532,523 |
4.10% |
|
|
| 14 |
UBS GROUP AG |
254,917 |
5,426,559 |
4.02% |
|
|
| 15 |
ARCELORMITTAL SA LUXEMBOURG |
507,200 |
4,929,984 |
3.65% |
|
|
| 16 |
BOFI HLDG INCORPORATED |
40,000 |
4,228,400 |
3.13% |
|
|
| 17 |
MELLANOX TECHNOLOGIES LTD |
75,000 |
3,644,250 |
2.70% |
|
|
| 18 |
ST JUDE MED INC |
35,000 |
2,557,450 |
1.89% |
|
|
| 19 |
STRYKER CORP |
25,000 |
2,389,250 |
1.77% |
|
|
