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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | LIBERTY MEDIA CORP DEL | $376.5M | 4,428,744 | 31.88% |
| 2 | HUMANA INC | $288.7M | 1,665,122 | 24.44% |
| 3 | UNITEDHEALTH GROUP INC | $273.4M | 1,010,553 | 23.15% |
| 4 | WOODWARD INC | $242.5M | 677,419 | 20.53% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.