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See intro to Leading Hedge Funds' Best Ideas.

A big increase in the top position Target (TGT), and new positions in Walgreens (WAG) and Health Management Corp. (HMA).

Top sectors in the portfolio include:

Services 27%
Financial 17%
Technology 16%
Energy 15%
Capital Goods 12%

Top 10 holdings are:
TGT
(HLX)
(AMP)
(MSFT)
(MDC)
(BAGL)
(VOV)
(SAI)
(MIM)
(URS)

Mebane Faber

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