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)  
Spl Logistics Escrow Llc / S 144A 8.875% 1.00 21,200,000 0 --- 22.53 --
Fidelity Natl Info Svcs 5% 0.82 17,429,000 0 --- 18.50 --
Arch Coal Inc 0.76 16,872,532 16,872,532 --- 17.15 --
Lynx Ii 144A 6.375% 0.75 16,200,000 0 --- 16.97 --
Sprint Nextel 6% 0.74 16,375,000 0 --- 16.83 --
Chs / Cmnty Health Sys 8% 0.73 14,950,000 0 --- 16.56 --
Boyd Gaming 144A 9% 0.70 15,227,000 0 --- 15.84 --
Hca 7.5% 0.69 13,600,000 0 --- 15.64 --
Hca 5.875% 0.69 15,000,000 0 --- 15.60 --
Plains Expl& Prodtn 6.5% 0.68 13,925,000 -2,550,000 --- 15.39 --
Post Hldgs 7.375% 0.67 13,885,000 2,000,000 --- 15.19 --
Intl Lease Fin 5.875% 0.67 14,000,000 0 --- 15.09 --
Pilot Corp (Class B) 0.67 14,925,000 14,925,000 --- 15.09 --
Epe Hldgs Llc/Ep Engy Bondco 144A 8.125% 0.65 14,000,000 0 --- 14.70 --
Six Flags Entmt Corp New 144A 5.25% 0.64 14,435,000 0 --- 14.45 --
Halcon Res 144A 8.875% 0.63 13,300,000 0 --- 14.33 --
Compass Investors Inc (Class B) 0.63 14,064,750 14,064,750 --- 14.21 --
Academy Ltd 0.62 13,905,000 13,905,000 --- 14.09 --
Ilfc E-Capital Tr I 144A FRN 0.62 16,068,000 0 --- 14.06 --
Mgm Resorts Intl 7.75% 0.61 12,500,000 0 --- 13.88 --
Clear Channel Ww Hldgs 7.625% 0.60 13,110,000 0 --- 13.68 --
Commscope 144A 8.25% 0.59 12,375,000 0 --- 13.43 --
Reynolds Grp Issuer 5.75% 0.59 13,125,000 0 --- 13.37 --
Sabine Pass Lng L P 7.5% 0.59 12,070,000 0 --- 13.34 --
Cco Hldgs Llc / Cco Hldgs Cap 5.125% 0.59 13,700,000 0 --- 13.29 --
YTD Return through 05-22-13| Portfolio Holdings as of 03-31-13