Time Warner Cable
|
17.8 |
$456M |
|
3.4M |
135.50 |
Ashland
|
11.0 |
$281M |
|
2.9M |
97.04 |
Wpx Energy
|
11.0 |
$281M |
|
14M |
20.38 |
Noble Corp Shs Usd
|
6.4 |
$163M |
|
4.4M |
37.47 |
Microsoft Corporation
(MSFT)
|
5.3 |
$137M |
|
3.7M |
37.43 |
Crown Castle International
|
3.9 |
$100M |
|
1.4M |
73.43 |
Assured Guaranty
(AGO)
|
2.8 |
$72M |
|
3.1M |
23.59 |
Micron Technology
(MU)
|
2.8 |
$71M |
|
3.3M |
21.76 |
Life Technologies
|
2.2 |
$57M |
|
750k |
75.80 |
General Motors Company Call Option
(GM)
|
2.2 |
$56M |
|
20M |
2.76 |
Tim Participacoes S A Sponsored Adr
|
1.9 |
$49M |
|
1.9M |
26.24 |
CF Industries Holdings
(CF)
|
1.8 |
$45M |
|
195k |
233.04 |
Liberty Global SHS CL C
|
1.6 |
$42M |
|
500k |
84.32 |
Delta Air Lines Inc Del Com New
(DAL)
|
1.5 |
$39M |
|
1.4M |
27.47 |
Starwood Property Trust
(STWD)
|
1.5 |
$39M |
|
1.4M |
27.70 |
National Bk Hldgs Corp Cl A
(NBHC)
|
1.3 |
$33M |
|
1.6M |
21.40 |
Cnh Indl N V SHS
(CNH)
|
1.3 |
$33M |
|
2.9M |
11.42 |
EMC Corporation
|
1.3 |
$33M |
|
1.3M |
25.15 |
Owens Corning
(OC)
|
1.3 |
$33M |
|
800k |
40.72 |
National-Oilwell Var
|
1.2 |
$32M |
|
400k |
79.53 |
DineEquity
(DIN)
|
1.2 |
$31M |
|
365k |
83.55 |
Big Lots
(BIGGQ)
|
1.1 |
$29M |
|
900k |
32.29 |
eBay
(EBAY)
|
1.1 |
$27M |
|
500k |
54.89 |
MFA Mortgage Investments
|
1.0 |
$27M |
|
3.8M |
7.06 |
Con-way
|
0.9 |
$24M |
|
600k |
39.71 |
Advance Auto Parts
(AAP)
|
0.9 |
$22M |
|
200k |
110.68 |
Jos. A. Bank Clothiers
|
0.9 |
$22M |
|
400k |
54.73 |
Dollar General
(DG)
|
0.8 |
$21M |
|
350k |
60.32 |
Men's Wearhouse
|
0.8 |
$20M |
|
400k |
51.08 |
Terex Corporation
(TEX)
|
0.7 |
$19M |
|
450k |
41.99 |
General Mtrs *w Exp 07/10/201
|
0.7 |
$18M |
|
773k |
23.12 |
Hd Supply
|
0.7 |
$17M |
|
700k |
24.01 |
Anadarko Petroleum Corporation
|
0.6 |
$16M |
|
200k |
79.32 |
Target Corporation
(TGT)
|
0.6 |
$16M |
|
250k |
63.27 |
Mallinckrodt Pub SHS
|
0.6 |
$16M |
|
300k |
52.26 |
Brocade Communications Sys I Com New
|
0.6 |
$15M |
|
1.7M |
8.87 |
General Mtrs *w Exp 07/10/201
|
0.6 |
$15M |
|
473k |
31.14 |
Boeing Company
(BA)
|
0.5 |
$14M |
|
100k |
136.49 |
NVIDIA Corporation
(NVDA)
|
0.5 |
$13M |
|
800k |
16.02 |
Fossil
(FOSL)
|
0.5 |
$12M |
|
100k |
119.94 |
Spirit Aerosystems Hldgs Com Cl A
(SPR)
|
0.5 |
$12M |
|
350k |
34.08 |
Alcoa Note 5.250% 3/1 (Principal)
|
0.4 |
$11M |
|
6.8M |
1.66 |
NCR Corporation
(VYX)
|
0.4 |
$10M |
|
300k |
34.06 |
General Electric Company
|
0.4 |
$9.8M |
|
350k |
28.03 |
Fortinet
(FTNT)
|
0.3 |
$8.1M |
|
425k |
19.13 |
Vodafone Group Spons Adr New
|
0.3 |
$7.9M |
|
200k |
39.31 |
Monster Beverage
|
0.3 |
$6.8M |
|
100k |
67.77 |
Scripps Networks Interact In Cl A Com
|
0.3 |
$6.5M |
|
75k |
86.41 |
Thermo Fisher Scientific
(TMO)
|
0.2 |
$5.6M |
|
50k |
111.36 |
Violin Memory
|
0.2 |
$5.3M |
|
1.4M |
3.96 |
Capital Bk Finl Corp Cl A Com
|
0.2 |
$4.9M |
|
215k |
22.75 |
Aeropostale
|
0.2 |
$4.5M |
|
500k |
9.09 |
Dean Foods Com New
|
0.2 |
$4.3M |
|
250k |
17.19 |
Progenics Pharmaceuticals
|
0.2 |
$4.2M |
|
786k |
5.33 |
Arcelormittal Sa Luxembourg Mand Cv Nt 16 (Principal)
|
0.2 |
$4.1M |
|
160k |
25.86 |
Crown Castle Intl Corp Cnv Pfd Stk Sr A (Principal)
|
0.1 |
$3.5M |
|
35k |
100.37 |
Spdr S&p 500 Etf Tr Tr Unit Put Option
(SPY)
|
0.1 |
$1.9M |
|
7.2M |
0.26 |
United States Steel Corporation Call Option
(X)
|
0.0 |
$1.2M |
|
600k |
1.95 |
American Airls Call Option
(AAL)
|
0.0 |
$488k |
|
1.7M |
0.28 |
Verizon Communications Call Option
(VZ)
|
0.0 |
$481k |
|
2.6M |
0.18 |
Check Point Software Tech Lt Ord Call Option
(CHKP)
|
0.0 |
$341k |
|
350k |
0.97 |
Bank of America Corporation Put Option
(BAC)
|
0.0 |
$113k |
|
900k |
0.13 |
J.C. Penney Company Put Option
|
0.0 |
$16k |
|
250k |
0.06 |