See intro to Leading Hedge Funds' Best Ideas. Sold off a bit of the top holdings, but not much.

Top sectors in the portfolio include:
Services 35%
Technology 32%
Financials 22%

Top 10 holdings are:
(MGM)
(AT)
(CA)
(HPQ)
(BEAS)
(HET)
(NTRS)
(BSC)
(EK)
(SYMC)

Mebane Faber

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