2013-Q4

Company	Shares change	Shares owned end of quarter	Transaction type	Price range
Amazon.com, Inc. US0231351067	+89K	2.4M	BUY	$11.01–$14.75
Apple Inc. US0378331005	-4.7M	19M	SELL	$1.80–$2.13
Ares Capital Corporation US04010L1035	-74K	1.6M	SELL
Bank of America Corporation US0605051046	+36K	4M	BUY	$10.09–$11.67
Best Buy Co., Inc. US0865161014	+45K	1.2M	BUY
Boyd Gaming Corporation US1033041013	+144K	3.8M	BUY
Citigroup Inc. US1729674242	+35K	912K	BUY
Delta Air Lines, Inc. US2473617023	-13K	2.7M	SELL
Ford Motor Company US3453708600	+68K	1.7M	BUY
General Motors Company US37045V1008	+143K	758K	BUY
Genworth Financial, Inc. US37247D1063	-13K	5.8M	SELL
The Hartford Financial Services Group, Inc. US4165151048	+55K	1.5M	BUY
KB Home US48666K1097	+134K	1.9M	BUY
Lennar Corporation US5260571048	+157K	1.1M	BUY
MGIC Investment Corporation US5528481030	-12K	8.8M	SELL
Microsoft Corporation US5949181045	+256K	737K	BUY	$24.25–$28.54
Morgan Stanley US6174464486	+29K	708K	BUY
Netflix, Inc. US64110L1061	-191K	1.2M	SELL
Pitney Bowes Inc. US7244791007	-22K	23K	SELL
PulteGroup, Inc. US7458671010	+117K	3.1M	BUY
Radian Group Inc. US7502361014	+67K	1.7M	BUY
Taylor Morrison Home Corporation US87724P1066	+565K	1.2M	BUY
Teradyne, Inc. US8807701029	+51K	1.2M	BUY
United Airlines Holdings, Inc. US9100471096	+64K	1.7M	BUY
Universal Display Corporation US91347P1057	+33K	837K	BUY