See intro to Leading Hedge Funds' Best Ideas. Top sectors in the portfolio include:
Services 33% Technology 30% Financials 12% Conglomerates 11%
Top 10 holdings are: (PHG) (ORCL) (FISV) (WU) (AXO) (UTX) (ROST) (MSFT) (QCOM) (MNST)
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