| Fund Name: | Karsch Capital Management |
| Manager | Michael Karsch |
| Portfolio Value | $1,482,502,000 |
| Change This QTR | +0.76% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | PPG | 946,745 | $128,142 |  |
8.64% | |
| 2.) | SPY | 884,300 | $125,933 | -2% |
8.49% | |
| 3.) | AIG | 3,431,723 | $121,140 | -4% |
8.17% | |
| 4.) | QCOM | 1,896,307 | $117,609 | +18% |
7.93% | |
| 5.) | TYC | 3,256,735 | $95,259 | -37% |
6.42% | |
| 6.) | PVH | 766,010 | $85,035 | |
5.73% | |
| 7.) | ESRX | 1,569,411 | $84,748 | -29% |
5.71% | |
| 8.) | PFE | 3,165,000 | $79,378 | +22% |
5.35% | |
| 9.) | MCO | 1,267,330 | $63,772 | -9% |
4.3% | |
| 10.) | FB | 2,338,270 | $62,268 | |
4.2% |
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