See intro to Leading Hedge Funds' Best Ideas. Not much turnover in the top positions. New positions include Target (TGT), Children's Retail (PLCE), and US Bioenergy (USBE).
Top sectors in the portfolio include: Services 23% Technology 18% Capital Goods 18% Energy 18%
Top 10 holdings are: (HLX) (AMP) (MSFT) (SNG) (BAGL) TGT (SAI) (MDC) (MIM) (COV)
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