Instuitional Investor - Caldwell Investment Management Ltd.

Fund Profile
Filing Period:
Fund Name: Caldwell Investment Management Ltd.
Portfolio Value $134,826,398
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1. CBOE 114,400 $25,316,744 18.78%
2. KKR 200,000 $22,829,659 16.93%
3. ICE 100,000 $17,362,745 12.88%
4. BAC 350,000 $14,348,041 10.64%
5. AEM 79,100 $8,461,827 6.28%