Instuitional Investor - Caldwell Investment Management Ltd.

Fund Profile
Filing Period:
Fund Name: Caldwell Investment Management Ltd.
Portfolio Value $148,306,150
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1. KKR 212,400 $31,477,237 21.22%
2. CBOE 110,000 $21,524,401 14.51%
3. BAC 350,000 $15,348,606 10.34%
4. ICE 100,000 $14,917,664 10.05%
5. AEM 87,700 $6,811,807 4.59%