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)  
Hca 6.5% 0.50 6,665,000 0 --- 7.51 --
Legrand S A 8.5% 0.49 5,431,000 0 --- 7.27 --
Springleaf Fin 6.9% 0.48 7,165,000 0 --- 7.20 --
Texas Comp Elec Tl Ext L+450 04.7327 10/10/2017 0.48 10,079,407 10,079,407 --- 7.15 --
Caesars Oper Escrow 144A 9% 0.46 6,895,000 6,895,000 --- 6.94 --
Sprint Cap 6.875% 0.45 6,622,000 0 --- 6.77 --
Intelsat Bermuda 11.5% 0.44 6,129,562 -2,984,000 --- 6.51 --
Sallie Mae 8.45% 0.43 5,485,000 -620,000 --- 6.50 --
Amer Axle & Mfg 7.75% 0.43 5,825,000 0 --- 6.42 --
Royal Bank 1 SFR 0.41 5,780,000 0 --- 6.11 --
Lyondellbasell Inds Nv 5% 0.40 5,320,000 0 --- 6.01 --
Convatec Healthcare E.S.A. 144A 10.5% 0.40 5,375,000 0 --- 5.99 --
Ford Motor Credit Co 5.875% 0.39 5,155,000 0 --- 5.89 --
Citycenter Hldgs 10.75% 0.39 5,238,321 0 --- 5.79 --
Samson Invt 144A 9.75% 0.38 5,360,000 0 --- 5.70 --
Nrg Engy 7.875% 0.37 5,036,000 -2,004,000 --- 5.60 --
Sprint Nextel 144A 9% 0.37 4,506,000 0 --- 5.57 --
Mtr Gaming Grp 11.5% 0.37 5,329,465 0 --- 5.53 --
Crosstex Engy L P / 8.875% 0.37 5,090,000 0 --- 5.51 --
Aguila 3 S.A. 144A 7.875% 0.37 5,095,000 0 --- 5.46 --
Icahn Enterprises Lp/Corp 8% 0.35 4,945,000 0 --- 5.29 --
Atkore Intl 9.875% 0.35 4,755,000 120,000 --- 5.22 --
Wideopenwest Fin Llc/Wideop 144A 10.25% 0.34 4,634,000 4,634,000 --- 5.16 --
Petrobakken Engy 144A 8.625% 0.34 4,985,000 0 --- 5.08 --
Carrizo Oil & Gas 8.625% 0.34 4,636,000 0 --- 5.08 --
YTD Return through 06-18-13| Portfolio Holdings as of 03-31-13