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Instuitional Investor - Gvo Asset Management Ltd

Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. BXMT 1,675,094 $62,347 35.7%
Blackstone Group Inc
489,229 $27,367 15.67%
Apollo Global Mgmt Inc
527,457 $25,165 14.41%
4. MBT 2,180,838 $22,136 12.67%
5. COOP 725,473 $9,076 5.19%