MARINER INVESTMENT GROUP LLC Hedge Fund

CIK: 0001096978 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 12, 2013

Total Value ($000): $391,184 (100.0% shares, 0.0% debt)

Holdings (267)

SPY SPDR S&P 500 ETF TR 22.7%
Value ($000) $88,902 Shares 529,150 Est. Cost $168.01 Unrealized
INTC INTEL CORP 5.7%
Value ($000) $22,333 Shares 974,365 Est. Cost $17.03 Unrealized -0.7%
RAMCO-GERSHENSON PPTYS TR 5.3%
Value ($000) $20,695 Shares 352,009 Est. Cost $59.03 Unrealized
HEALTH CARE REIT INC 4.4%
Value ($000) $17,299 Shares 299,283 Est. Cost $57.80 Unrealized
CENTRAL FD CDA LTD 4.2%
Value ($000) $16,317 Shares 1,110,000 Est. Cost $13.60 Unrealized
GENERAL MTRS CO 3.1%
Value ($000) $12,137 Shares 457,821 Est. Cost $24.51 Unrealized
CCL CARNIVAL CORP 2.8%
Value ($000) $10,857 Shares 332,620 Est. Cost $27.66 Unrealized +8.0%
GOOGLE INC 2.5%
Value ($000) $9,857 Shares 11,254 Est. Cost $875.87 Unrealized
LMT LOCKHEED MARTIN CORP 2.3%
Value ($000) $9,056 Shares 71,000 Est. Cost $73.67 Unrealized +16.8%
TGT TARGET CORP 1.9%
Value ($000) $7,508 Shares 117,356 Est. Cost $47.18 Unrealized 0.0%
EPR PPTYS 1.9%
Value ($000) $7,382 Shares 347,863 Est. Cost $22.77 Unrealized
NUVEEN DIV ADV MUNI FD 3 1.4%
Value ($000) $5,588 Shares 440,028 Est. Cost $12.91 Unrealized
UMC UNITED MICROELECTRONICS CORP 1.3%
Value ($000) $4,974 Shares 2,414,366 Est. Cost $2.33 Unrealized
AZO AUTOZONE INC 1.3%
Value ($000) $4,972 Shares 11,761 Est. Cost $427.95 Unrealized 0.0%
REMY INTL INC 1.0%
Value ($000) $3,921 Shares 193,742 Est. Cost $18.57 Unrealized
WFC WELLS FARGO & CO NEW 1.0%
Value ($000) $3,719 Shares 90,000 Est. Cost $27.36 Unrealized +10.3%
PANERA BREAD CO 0.9%
Value ($000) $3,690 Shares 23,274 Est. Cost $158.55 Unrealized
NORDSTROM INC 0.9%
Value ($000) $3,675 Shares 65,394 Est. Cost $56.20 Unrealized
MINDRAY MEDICAL INTL LTD 0.9%
Value ($000) $3,634 Shares 93,445 Est. Cost $38.45 Unrealized
BHP BHP BILLITON LTD 0.9%
Value ($000) $3,392 Shares 51,000 Est. Cost $66.51 Unrealized
GT GOODYEAR TIRE & RUBR CO 0.8%
Value ($000) $3,300 Shares 500,000 Est. Cost Unrealized
WHITEWAVE FOODS CO 0.8%
Value ($000) $3,114 Shares 155,923 Est. Cost $16.25 Unrealized
VALE VALE S A 0.8%
Value ($000) $3,086 Shares 197,700 Est. Cost $13.15 Unrealized
GRFS GRIFOLS S A 0.8%
Value ($000) $3,029 Shares 100,047 Est. Cost $28.48 Unrealized
WYNN WYNN RESORTS LTD 0.8%
Value ($000) $2,969 Shares 150,300 Est. Cost Unrealized
HLF HERBALIFE LTD 0.7%
Value ($000) $2,926 Shares 200,000 Est. Cost Unrealized
DIAMOND OFFSHORE DRILLING IN 0.7%
Value ($000) $2,833 Shares 45,461 Est. Cost $62.32 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $2,564 Shares 67,700 Est. Cost $26.78 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $2,474 Shares 53,000 Est. Cost $26.13 Unrealized 0.0%
TLT ISHARES 0.6%
Value ($000) $2,447 Shares 23,000 Est. Cost $106.39 Unrealized
NUVEEN MUN MKT OPPORTUNITY F 0.6%
Value ($000) $2,333 Shares 190,330 Est. Cost $12.86 Unrealized
NUVEEN PREMIER MUN INCOME FD 0.6%
Value ($000) $2,299 Shares 178,210 Est. Cost $13.06 Unrealized
BOULDER GROWTH & INCOME FD I 0.6%
Value ($000) $2,244 Shares 294,093 Est. Cost $7.44 Unrealized
GENERAL ELECTRIC CO 0.6%
Value ($000) $2,198 Shares 92,000 Est. Cost $23.77 Unrealized
GM GENERAL MTRS CO 0.6%
Value ($000) $2,158 Shares 60,000 Est. Cost $26.74 Unrealized 0.0%
COMCAST CORP NEW 0.5%
Value ($000) $2,037 Shares 47,000 Est. Cost $39.68 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $1,997 Shares 60,000 Est. Cost $27.00 Unrealized 0.0%
GGB GERDAU S A 0.5%
Value ($000) $1,790 Shares 240,000 Est. Cost $7.46 Unrealized
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,667 Shares 20,111 Est. Cost $82.89 Unrealized
VIACOM INC NEW 0.4%
Value ($000) $1,659 Shares 19,800 Est. Cost $68.44 Unrealized
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $1,500 Shares 163,000 Est. Cost Unrealized
XILINX INC 0.4%
Value ($000) $1,489 Shares 31,787 Est. Cost $46.84 Unrealized
LEN/B LENNAR CORP 0.4%
Value ($000) $1,447 Shares 50,500 Est. Cost $25.59 Unrealized -12.3%
MRK MERCK & CO INC NEW 0.4%
Value ($000) $1,428 Shares 30,000 Est. Cost $30.97 Unrealized 0.0%
INVESCO DYNAMIC CR OPP FD 0.4%
Value ($000) $1,423 Shares 110,687 Est. Cost $13.08 Unrealized
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $1,398 Shares 254,300 Est. Cost $58.98 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,383 Shares 60,000 Est. Cost $73.67 Unrealized +16.8%
DWS MUN INCOME TR 0.4%
Value ($000) $1,379 Shares 111,552 Est. Cost $12.66 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $1,359 Shares 50,434 Est. Cost $19.65 Unrealized 0.0%
NUVEEN PREM INCOME MUN FD 2 0.3%
Value ($000) $1,339 Shares 102,606 Est. Cost $13.05 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,314 Shares 66,000 Est. Cost $19.91 Unrealized
ROYAL DUTCH SHELL PLC 0.3%
Value ($000) $1,314 Shares 20,000 Est. Cost $64.72 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,294 Shares 65,000 Est. Cost Unrealized
NUE NUCOR CORP 0.3%
Value ($000) $1,245 Shares 300,000 Est. Cost Unrealized
FCX FREEPORT-MCMORAN COPPER & GO 0.3%
Value ($000) $1,225 Shares 808,800 Est. Cost Unrealized
NATIONAL OILWELL VARCO INC 0.3%
Value ($000) $1,214 Shares 963,500 Est. Cost Unrealized
HESS CORP 0.3%
Value ($000) $1,207 Shares 15,600 Est. Cost $77.37 Unrealized
POWERSHARES QQQ TRUST 0.3%
Value ($000) $1,183 Shares 15,000 Est. Cost $78.87 Unrealized
PENNEY J C INC 0.3%
Value ($000) $1,162 Shares 132,000 Est. Cost $17.08 Unrealized
MOS MOSAIC CO NEW 0.3%
Value ($000) $1,162 Shares 27,000 Est. Cost $36.35 Unrealized 0.0%
NATIONAL OILWELL VARCO INC 0.3%
Value ($000) $1,146 Shares 392,900 Est. Cost Unrealized
AAPL APPLE INC 0.3%
Value ($000) $1,144 Shares 2,400 Est. Cost $13.16 Unrealized +8.5%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $1,131 Shares 14,963 Est. Cost $56.23 Unrealized 0.0%
NUVEEN MUN OPPORTUNITY FD IN 0.3%
Value ($000) $1,048 Shares 80,592 Est. Cost $13.00 Unrealized
EEM ISHARES 0.3%
Value ($000) $986 Shares 24,200 Est. Cost $39.57 Unrealized
MOBILE TELESYSTEMS OJSC 0.3%
Value ($000) $986 Shares 44,314 Est. Cost $18.93 Unrealized
L-3 COMMUNICATIONS HLDGS INC 0.3%
Value ($000) $982 Shares 65,000 Est. Cost Unrealized
WHOLE FOODS MKT INC 0.2%
Value ($000) $977 Shares 80,000 Est. Cost $58.50 Unrealized
BLACKROCK FLA MUN 2020 TERM 0.2%
Value ($000) $962 Shares 63,257 Est. Cost $15.76 Unrealized
NTAP NETAPP INC 0.2%
Value ($000) $959 Shares 22,500 Est. Cost $30.80 Unrealized 0.0%
BLACKROCK GLOBAL OPP EQTY TR 0.2%
Value ($000) $938 Shares 67,067 Est. Cost $13.50 Unrealized
EL LAUDER ESTEE COS INC 0.2%
Value ($000) $925 Shares 214,900 Est. Cost $58.22 Unrealized -0.5%
AMERICAN CAMPUS CMNTYS INC 0.2%
Value ($000) $922 Shares 27,000 Est. Cost $38.96 Unrealized
NEWFIELD EXPL CO 0.2%
Value ($000) $921 Shares 33,641 Est. Cost $27.38 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $882 Shares 9,980 Est. Cost $58.98 Unrealized 0.0%
GOOGLE INC 0.2%
Value ($000) $876 Shares 65,400 Est. Cost $875.87 Unrealized
NUVEEN PERFORMANCE PLUS MUN 0.2%
Value ($000) $855 Shares 63,302 Est. Cost $14.39 Unrealized
NUVEEN QUALITY INCOME MUN FD 0.2%
Value ($000) $840 Shares 66,606 Est. Cost $13.51 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $835 Shares 28,500 Est. Cost $13.16 Unrealized +8.5%
WHOLE FOODS MKT INC 0.2%
Value ($000) $827 Shares 14,136 Est. Cost $58.50 Unrealized
DISH NETWORK CORP 0.2%
Value ($000) $810 Shares 18,000 Est. Cost $45.00 Unrealized
FIRST TR HIGH INCOME L/S FD 0.2%
Value ($000) $803 Shares 45,797 Est. Cost $17.55 Unrealized
COMMONWEALTH REIT 0.2%
Value ($000) $798 Shares 38,104 Est. Cost $22.88 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $794 Shares 125,000 Est. Cost $47.18 Unrealized 0.0%
RIG TRANSOCEAN LTD 0.2%
Value ($000) $779 Shares 2,416,580 Est. Cost $47.31 Unrealized -0.0%
AEO AMERICAN EAGLE OUTFITTERS NE 0.2%
Value ($000) $769 Shares 55,000 Est. Cost $13.10 Unrealized -10.7%
EOG EOG RES INC 0.2%
Value ($000) $715 Shares 20,000 Est. Cost Unrealized
CME CME GROUP INC 0.2%
Value ($000) $686 Shares 45,000 Est. Cost Unrealized
T AT&T INC 0.2%
Value ($000) $672 Shares 19,856 Est. Cost $10.96 Unrealized 0.0%
INVESCO MUN OPPORTUNITY TR 0.2%
Value ($000) $669 Shares 56,796 Est. Cost $11.78 Unrealized
PANERA BREAD CO 0.2%
Value ($000) $647 Shares 48,300 Est. Cost $158.55 Unrealized
NUVEEN MUN ADVANTAGE FD INC 0.2%
Value ($000) $625 Shares 49,960 Est. Cost $13.42 Unrealized
PENN VA CORP 0.2%
Value ($000) $622 Shares 93,460 Est. Cost $6.66 Unrealized
DIAMOND OFFSHORE DRILLING IN 0.2%
Value ($000) $613 Shares 88,700 Est. Cost $62.32 Unrealized
LIBERTY GLOBAL PLC 0.2%
Value ($000) $588 Shares 7,800 Est. Cost $67.89 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $585 Shares 928,200 Est. Cost $17.03 Unrealized -0.7%
BEN FRANKLIN RES INC 0.1%
Value ($000) $560 Shares 76,200 Est. Cost Unrealized
RDN RADIAN GROUP INC 0.1%
Value ($000) $557 Shares 40,000 Est. Cost $11.02 Unrealized 0.0%
NORDSTROM INC 0.1%
Value ($000) $552 Shares 116,000 Est. Cost $56.20 Unrealized
COSAN LTD 0.1%
Value ($000) $547 Shares 35,600 Est. Cost $15.37 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $532 Shares 27,000 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $517 Shares 330,000 Est. Cost $168.01 Unrealized
NOBLE ENERGY INC 0.1%
Value ($000) $513 Shares 50,000 Est. Cost Unrealized
INVESCO SR INCOME TR 0.1%
Value ($000) $505 Shares 96,191 Est. Cost $5.25 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $503 Shares 150,000 Est. Cost $47.16 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $500 Shares 50,000 Est. Cost Unrealized
KSS KOHLS CORP 0.1%
Value ($000) $498 Shares 9,615 Est. Cost $52.24 Unrealized 0.0%
MRC GLOBAL INC 0.1%
Value ($000) $488 Shares 18,200 Est. Cost $27.25 Unrealized
FLR FLUOR CORP NEW 0.1%
Value ($000) $476 Shares 51,000 Est. Cost Unrealized
ST JUDE MED INC 0.1%
Value ($000) $462 Shares 40,000 Est. Cost Unrealized
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $451 Shares 94,000 Est. Cost Unrealized
EV ENERGY PARTNERS LP 0.1%
Value ($000) $427 Shares 11,500 Est. Cost $37.40 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $409 Shares 15,000 Est. Cost Unrealized
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $391 Shares 54,200 Est. Cost Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $384 Shares 150,000 Est. Cost $47.16 Unrealized 0.0%
FCX FREEPORT-MCMORAN COPPER & GO 0.1%
Value ($000) $373 Shares 464,300 Est. Cost Unrealized
EATON VANCE SR INCOME TR 0.1%
Value ($000) $342 Shares 48,644 Est. Cost $7.03 Unrealized
VRE MACK CALI RLTY CORP 0.1%
Value ($000) $340 Shares 15,500 Est. Cost $21.94 Unrealized
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $337 Shares 157,700 Est. Cost Unrealized
EATON VANCE SR FLTNG RTE TR 0.1%
Value ($000) $333 Shares 21,594 Est. Cost $16.26 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $331 Shares 6,400 Est. Cost $47.16 Unrealized 0.0%
QR ENERGY LP 0.1%
Value ($000) $326 Shares 20,000 Est. Cost $17.60 Unrealized
ASHLAND INC NEW 0.1%
Value ($000) $324 Shares 50,000 Est. Cost Unrealized
BHP BHP BILLITON LTD 0.1%
Value ($000) $319 Shares 70,000 Est. Cost $66.51 Unrealized
GOOGLE INC 0.1%
Value ($000) $314 Shares 41,900 Est. Cost $875.87 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $313 Shares 230,500 Est. Cost $19.91 Unrealized
NUVEEN PA PREM INCOME MUN FD 0.1%
Value ($000) $311 Shares 25,389 Est. Cost $13.27 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $295 Shares 195,500 Est. Cost $58.98 Unrealized 0.0%
TLT ISHARES 0.1%
Value ($000) $289 Shares 252,000 Est. Cost $106.39 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $275 Shares 115,000 Est. Cost Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $269 Shares 4,000 Est. Cost $46.56 Unrealized 0.0%
DE DEERE & CO 0.1%
Value ($000) $268 Shares 64,500 Est. Cost Unrealized
T AT&T INC 0.1%
Value ($000) $262 Shares 262,500 Est. Cost $10.96 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $260 Shares 27,000 Est. Cost Unrealized
MRK MERCK & CO INC NEW 0.1%
Value ($000) $254 Shares 609,900 Est. Cost $30.97 Unrealized 0.0%
NUVEEN PA INVT QUALITY MUN F 0.1%
Value ($000) $249 Shares 19,733 Est. Cost $13.94 Unrealized
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $248 Shares 3,000 Est. Cost $71.28 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $237 Shares 165,800 Est. Cost $58.22 Unrealized -0.5%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $227 Shares 126,000 Est. Cost Unrealized
XILINX INC 0.1%
Value ($000) $226 Shares 173,800 Est. Cost $46.84 Unrealized
PRICELINE COM INC 0.1%
Value ($000) $226 Shares 4,000 Est. Cost Unrealized
WIT WIPRO LTD 0.1%
Value ($000) $217 Shares 21,110 Est. Cost $7.30 Unrealized
HOG HARLEY DAVIDSON INC 0.1%
Value ($000) $212 Shares 32,200 Est. Cost Unrealized
MAT MATTEL INC 0.1%
Value ($000) $209 Shares 5,000 Est. Cost $42.78 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $208 Shares 83,200 Est. Cost $56.23 Unrealized 0.0%
KSS KOHLS CORP 0.1%
Value ($000) $203 Shares 104,400 Est. Cost $52.24 Unrealized 0.0%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $203 Shares 70,000 Est. Cost Unrealized
ZYNGA INC 0.1%
Value ($000) $201 Shares 54,690 Est. Cost $3.68 Unrealized
T AT&T INC 0.1%
Value ($000) $198 Shares 201,300 Est. Cost $10.96 Unrealized 0.0%
XILINX INC 0.0%
Value ($000) $193 Shares 140,900 Est. Cost $46.84 Unrealized
EATON VANCE RISK MNGD DIV EQ 0.0%
Value ($000) $188 Shares 17,428 Est. Cost $10.90 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $186 Shares 140,000 Est. Cost $30.80 Unrealized 0.0%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $185 Shares 500,000 Est. Cost $27.36 Unrealized +10.3%
XMYDX BLACKROCK MUNIYIELD FD INC 0.0%
Value ($000) $174 Shares 13,041 Est. Cost $14.72 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $169 Shares 250,000 Est. Cost $26.78 Unrealized 0.0%
M MACYS INC 0.0%
Value ($000) $162 Shares 52,000 Est. Cost Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $162 Shares 37,500 Est. Cost $37.00 Unrealized +3.0%
TLT ISHARES 0.0%
Value ($000) $162 Shares 120,000 Est. Cost $106.39 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $160 Shares 50,000 Est. Cost Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $159 Shares 173,800 Est. Cost $23.77 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $156 Shares 60,000 Est. Cost Unrealized
CAKE CHEESECAKE FACTORY INC 0.0%
Value ($000) $152 Shares 80,900 Est. Cost Unrealized
BLACKROCK MUNIHLDGS NJ QLTY 0.0%
Value ($000) $149 Shares 11,020 Est. Cost $14.34 Unrealized
XHB SPDR SERIES TRUST 0.0%
Value ($000) $145 Shares 55,000 Est. Cost Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $144 Shares 320,000 Est. Cost $7.61 Unrealized +18.6%
NUVEEN DIV ADVANTAGE MUN FD 0.0%
Value ($000) $143 Shares 11,058 Est. Cost $13.93 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $136 Shares 52,800 Est. Cost Unrealized
BUNGE LIMITED 0.0%
Value ($000) $126 Shares 25,000 Est. Cost Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $122 Shares 110,400 Est. Cost Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $118 Shares 27,700 Est. Cost Unrealized
CHUBB CORP 0.0%
Value ($000) $117 Shares 20,000 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $114 Shares 50,000 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $113 Shares 20,000 Est. Cost Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $111 Shares 215,000 Est. Cost $30.80 Unrealized 0.0%
ALCOA INC 0.0%
Value ($000) $109 Shares 417,900 Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $108 Shares 100,000 Est. Cost $26.13 Unrealized 0.0%
KSS KOHLS CORP 0.0%
Value ($000) $108 Shares 55,000 Est. Cost $52.24 Unrealized 0.0%
QUICKSILVER RESOURCES INC 0.0%
Value ($000) $99 Shares 50,000 Est. Cost $1.83 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $93 Shares 17,500 Est. Cost Unrealized
AAPL APPLE INC 0.0%
Value ($000) $89 Shares 10,800 Est. Cost $13.16 Unrealized +8.5%
AZO AUTOZONE INC 0.0%
Value ($000) $85 Shares 23,400 Est. Cost $427.95 Unrealized 0.0%
DIAMOND OFFSHORE DRILLING IN 0.0%
Value ($000) $82 Shares 127,500 Est. Cost $62.32 Unrealized
SIRIUS XM RADIO INC 0.0%
Value ($000) $78 Shares 20,000 Est. Cost $3.90 Unrealized
UNITED STATES NATL GAS FUND 0.0%
Value ($000) $73 Shares 110,000 Est. Cost Unrealized
NORDSTROM INC 0.0%
Value ($000) $72 Shares 130,100 Est. Cost $56.20 Unrealized
CAKE CHEESECAKE FACTORY INC 0.0%
Value ($000) $69 Shares 96,400 Est. Cost Unrealized
NEWFIELD EXPL CO 0.0%
Value ($000) $68 Shares 20,000 Est. Cost $27.38 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $67 Shares 20,000 Est. Cost $71.28 Unrealized 0.0%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $65 Shares 20,000 Est. Cost Unrealized
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $65 Shares 500,000 Est. Cost Unrealized
BHP BHP BILLITON LTD 0.0%
Value ($000) $63 Shares 60,000 Est. Cost $66.51 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $63 Shares 35,000 Est. Cost Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $63 Shares 158,300 Est. Cost $23.77 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $62 Shares 88,100 Est. Cost Unrealized
PANERA BREAD CO 0.0%
Value ($000) $62 Shares 51,600 Est. Cost $158.55 Unrealized
IYR ISHARES 0.0%
Value ($000) $62 Shares 15,000 Est. Cost Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $60 Shares 10,000 Est. Cost Unrealized
RDN RADIAN GROUP INC 0.0%
Value ($000) $58 Shares 100,000 Est. Cost $11.02 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $55 Shares 10,000 Est. Cost Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $54 Shares 67,600 Est. Cost $19.65 Unrealized 0.0%
WHOLE FOODS MKT INC 0.0%
Value ($000) $53 Shares 55,000 Est. Cost $58.50 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $49 Shares 25,000 Est. Cost Unrealized
ALCOA INC 0.0%
Value ($000) $48 Shares 320,800 Est. Cost Unrealized
TGT TARGET CORP 0.0%
Value ($000) $46 Shares 71,800 Est. Cost $47.18 Unrealized 0.0%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $46 Shares 40,000 Est. Cost Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $42 Shares 100,000 Est. Cost $19.65 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $41 Shares 30,000 Est. Cost $26.74 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $41 Shares 75,000 Est. Cost $17.03 Unrealized -0.7%
WYNDHAM WORLDWIDE CORP 0.0%
Value ($000) $36 Shares 20,700 Est. Cost Unrealized
EEM ISHARES 0.0%
Value ($000) $36 Shares 50,000 Est. Cost $39.57 Unrealized
COACH INC 0.0%
Value ($000) $36 Shares 20,000 Est. Cost Unrealized
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $34 Shares 40,000 Est. Cost Unrealized
TIME WARNER INC 0.0%
Value ($000) $33 Shares 10,000 Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $32 Shares 100,000 Est. Cost $26.13 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $32 Shares 16,500 Est. Cost Unrealized
KO COCA COLA CO 0.0%
Value ($000) $30 Shares 115,000 Est. Cost $26.78 Unrealized 0.0%
MRK MERCK & CO INC NEW 0.0%
Value ($000) $29 Shares 34,200 Est. Cost $30.97 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $28 Shares 30,000 Est. Cost Unrealized
SIRIUS XM RADIO INC 0.0%
Value ($000) $27 Shares 170,000 Est. Cost $3.90 Unrealized
MBI MBIA INC 0.0%
Value ($000) $24 Shares 20,000 Est. Cost Unrealized
WEATHERFORD INTERNATIONAL LT 0.0%
Value ($000) $24 Shares 25,000 Est. Cost $13.70 Unrealized
URBN URBAN OUTFITTERS INC 0.0%
Value ($000) $23 Shares 39,000 Est. Cost Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $22 Shares 10,000 Est. Cost Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $19 Shares 30,000 Est. Cost Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 20,000 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $18 Shares 10,000 Est. Cost Unrealized
BAC BANK OF AMERICA CORPORATION 0.0%
Value ($000) $17 Shares 50,000 Est. Cost Unrealized
COACH INC 0.0%
Value ($000) $17 Shares 10,000 Est. Cost Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $17 Shares 49,400 Est. Cost Unrealized
BARCLAYS BK PLC 0.0%
Value ($000) $16 Shares 30,000 Est. Cost Unrealized
IYR ISHARES 0.0%
Value ($000) $15 Shares 30,000 Est. Cost Unrealized
WYNDHAM WORLDWIDE CORP 0.0%
Value ($000) $14 Shares 20,700 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $14 Shares 10,000 Est. Cost Unrealized
EEM ISHARES 0.0%
Value ($000) $14 Shares 30,000 Est. Cost $39.57 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $14 Shares 11,000 Est. Cost $46.56 Unrealized 0.0%
USB US BANCORP DEL 0.0%
Value ($000) $14 Shares 36,000 Est. Cost Unrealized
UNITED STATES OIL FUND LP 0.0%
Value ($000) $14 Shares 17,500 Est. Cost Unrealized
RESOLUTE ENERGY CORP 0.0%
Value ($000) $13 Shares 50,854 Est. Cost $0.35 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $12 Shares 10,000 Est. Cost $42.78 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $37.00 Unrealized +3.0%
FORTRESS INVESTMENT GROUP LL 0.0%
Value ($000) $10 Shares 17,200 Est. Cost Unrealized
ANNALY CAP MGMT INC 0.0%
Value ($000) $10 Shares 40,000 Est. Cost Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $10 Shares 110,500 Est. Cost Unrealized
BARCLAYS BK PLC 0.0%
Value ($000) $9 Shares 100,000 Est. Cost Unrealized
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $9 Shares 40,000 Est. Cost Unrealized
ANF ABERCROMBIE & FITCH CO 0.0%
Value ($000) $9 Shares 10,000 Est. Cost Unrealized
ANNALY CAP MGMT INC 0.0%
Value ($000) $9 Shares 40,000 Est. Cost Unrealized
MICHAEL KORS HLDGS LTD 0.0%
Value ($000) $8 Shares 10,000 Est. Cost Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $8 Shares 32,500 Est. Cost Unrealized
PENNEY J C INC 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $17.08 Unrealized
LIFELOCK INC 0.0%
Value ($000) $7 Shares 20,000 Est. Cost Unrealized
PANDORA MEDIA INC 0.0%
Value ($000) $7 Shares 50,000 Est. Cost Unrealized
BED BATH & BEYOND INC 0.0%
Value ($000) $6 Shares 10,000 Est. Cost Unrealized
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $5 Shares 30,000 Est. Cost Unrealized
DISH NETWORK CORP 0.0%
Value ($000) $5 Shares 20,000 Est. Cost $45.00 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $42.78 Unrealized 0.0%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $4 Shares 32,400 Est. Cost $47.31 Unrealized -0.0%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 20,000 Est. Cost $19.91 Unrealized
OWENS CORNING NEW 0.0%
Value ($000) $3 Shares 74,447 Est. Cost $0.97 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $3 Shares 10,000 Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $3 Shares 10,000 Est. Cost Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $2 Shares 10,000 Est. Cost Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $2 Shares 10,000 Est. Cost Unrealized
PENNEY J C INC 0.0%
Value ($000) $2 Shares 25,000 Est. Cost $17.08 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $2 Shares 10,000 Est. Cost Unrealized
BAC BANK OF AMERICA CORPORATION 0.0%
Value ($000) $1 Shares 12,900 Est. Cost Unrealized
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $1 Shares 12,500 Est. Cost Unrealized