Holding Performance

1%-0% 2%-1% 3%-2% 4%-3% 5%-4% 6%-5%
Top 25 Holdings Portfolio Weight % Shares Owned Shares Change   Sector Mkt Cap (Mil) Total Ret YTD (Daily)  
Mobile Svcs Grp 9.75% 1.91 7,000,000 1,000,000 -- 7.32 --
Chiquita Brands Intl 8.875% 1.87 7,000,000 2,000,000 -- 7.18 --
Quiksilver 6.875% 1.86 8,650,000 2,000,000 -- 7.14 --
Navios Maritime Hldgs 9.5% 1.83 7,000,000 7,000,000 -- 7.00 --
Ellis Perry Intl 8.875% 1.83 7,000,000 1,000,000 -- 7.00 --
Wmg Acquisition 144A 9.5% 1.80 6,410,000 0 -- 6.90 --
Global Crossing 144A 12% 1.80 6,250,000 0 -- 6.89 --
Valassis Comms 8.25% 1.76 6,750,000 0 -- 6.77 --
Axcan Inter Hldgs 12.75% 1.76 6,000,000 6,000,000 -- 6.74 --
Digicel 144A 12% 1.74 6,000,000 0 -- 6.69 --
Ship Fin Intl 8.5% 1.73 7,000,000 1,000,000 -- 6.64 --
STREAM GLOBAL SVCS INC 1.72 6,500,000 3,000,000 -- 6.61 --
Mdc Partners 144A 11% 1.70 6,250,000 6,250,000 -- 6.53 --
Sally Hldgs 10.5% 1.69 6,000,000 0 -- 6.48 --
Phi 7.125% 1.68 6,650,000 1,250,000 -- 6.46 --
Hca 9.25% 1.68 6,000,000 1,000,000 -- 6.46 --
Labranche & Co 11% 1.64 6,500,000 0 -- 6.28 --
Wind Acquisition F 11.75% 1.63 4,000,000 0 -- 6.26 --
Helix Engy Solutions Grp 144A 9.5% 1.61 6,000,000 4,500,000 -- 6.18 --
Nielsen Fin Llc/ Nielsen Fin 11.5% 1.61 5,500,000 0 -- 6.17 --
Brown Shoe 8.75% 1.60 6,000,000 2,000,000 -- 6.14 --
Dole Food 144A 13.875% 1.59 5,038,000 -867,000 -- 6.08 --
Da-Lite Screen 9.5% 1.56 6,000,000 1,200,000 -- 5.98 --
Solo Cup 8.5% 1.54 5,999,000 1,000,000 -- 5.89 --
Alliance Healthcare Srvcs 144A 8% 1.53 6,000,000 6,000,000 -- 5.88 --
YTD Return through 02-09-10| Portfolio Holdings as of 12-31-09