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See intro to Leading Hedge Funds' Best Ideas.

Okumus's top holding is a new position - Cadence Design System (CDNS). He added to McGraw Hill (MHP) and initiated a position in CA (CA). He sold out of Bed Bath and Beyond (BBBY).

Top sectors in the portfolio include:

Technology 52%
Services 46%

Top 10 holdings are:

CDNS
MHP
Limited Brands (LTD)
Office Depot (ODP)
Arbitron Inc. (ARB)
Papa John's (PZZA)
Steven Madden (SHOO)
CA
Quest Software (QSFT)

Source: Okumus Capital - Portfolio Holdings