PICTON MAHONEY ASSET MANAGEMENT Q1 2016 Filing

Filed May 11, 2016

Portfolio Value

$1.6B

Holdings

293

Report Date

Q1 2016

Filing Type

13F-HR

All Holdings (293 positions)

StockValue
GSBCGREAT SOUTHN BANCORP INC
$372K
CHTCHUNGHWA TELECOM CO LTD
$340K
HEIHEICO CORP NEW
$262K
LANDAUER INC
$238K
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$219K
GLDDGREAT LAKES DREDGE AND DOCK CO
$219K
VIV1USDTELEFONICA BRASIL SA
$187K
PRTY1EURPARTY CITY HOLDCO INC
$184K
ELLAUDER ESTEE COS INC
$170K
EIGEMPLOYERS HOLDINGS INC
$141K
GKOSGLAUKOS CORP
$119K
HEALTHSOUTH CORP
$117K
PROVIDENCE SVC CORP
$107K
IDTIDT CORP
$106K
XLESELECT SECTOR SPDR TR
$105K
SHOOMADDEN STEVEN LTD
$104K
IRSUSDIRSA INVERSIONES Y REP S A
$104K
VCVISTEON CORP
$103K
COHRII VI INC
$102K
DDSDILLARDS INC
$102K
SU6SURMODICS INC
$101K
LHCGUSDLHC GROUP INC
$100K
GMEDGLOBUS MED INC
$100K
ENVISION HEALTHCARE HLDGS IN
$100K
CHEMTURA CORP
$100K
ATLANTIC TELE NETWORK INC
$99K
UEICUNIVERSAL ELECTRS INC
$99K
EWYISHARES
$98K
AWRAMERICAN STS WTR CO
$98K
EXLSEXLSERVICE HOLDINGS INC
$98K
UEOWESTLAKE CHEM CORP
$97K
POLYONE CORP
$97K
CLWCLEARWATER PAPER CORP
$97K
TILEINTERFACE INC
$96K
NAVIGANT CONSULTING INC
$95K
ENSENERSYS
$95K
VACMARRIOTT VACATIONS WRLDWDE C
$95K
FNFABRINET
$94K
ICUIICU MED INC
$94K
AVYAVERY DENNISON CORP
$94K
ORBOTECH LTD
$93K
SELECT COMFORT CORP
$93K
SUNSUNOCO LOGISTICS PRTNRS L P
$93K
KFYKORN FERRY INTL
$93K
RCORESOURCES CONNECTION INC
$93K
CPSCOOPER STD HLDGS INC
$93K
ZAGG INC
$93K
DARDARLING INGREDIENTS INC
$92K
KBALUSDKIMBALL INTL INC
$92K
SCVLSHOE CARNIVAL INC
$92K
RUTHUSDRUTHS HOSPITALITY GROUP INC
$92K
BROCADE COMMUNICATIONS SYS I
$91K
DREW INDS INC
$90K
WOOFOOT LOCKER INC
$90K
LTHLIFEPOINT HEALTH INC
$90K
MIGAMICROSTRATEGY INC
$90K
DST SYS INC DEL
$90K
TELETECH HOLDINGS INC
$89K
ICFIICF INTL INC
$89K
FSLRFIRST SOLAR INC
$89K
VSHVISHAY INTERTECHNOLOGY INC
$88K
MRTNMARTEN TRANS LTD
$88K
SIGSIGNET JEWELERS LIMITED
$87K
USPHU S PHYSICAL THERAPY INC
$85K
CWCOCONSOLIDATED WATER CO INC
$85K
GPNGLOBAL PMTS INC
$85K
BHEBENCHMARK ELECTRS INC
$83K
WCGEURWELLCARE HEALTH PLANS INC
$83K
PATKPATRICK INDS INC
$82K
SNPSSYNOPSYS INC
$82K
FDNFIRST TR EXCHANGE TRADED FD
$82K
DLXDELUXE CORP
$81K
MCSMARCUS CORP
$81K
SLABSILICON LABORATORIES INC
$81K
CSLCARLISLE COS INC
$80K
FBTFIRST TR EXCHANGE TRADED FD
$79K
CAPELLA EDUCATION COMPANY
$79K
SXISTANDEX INTL CORP
$78K
HHYATT HOTELS CORP
$74K
TARO PHARMACEUTICAL INDS LTD
$72K
PDCEUSDPDC ENERGY INC
$71K
ALGTALLEGIANT TRAVEL CO
$71K
EFAISHARES TR
$71K
JJSFJ AND J SNACK FOODS CORP
$65K
G3VGREEN PLAINS INC
$64K
PLUSEPLUS INC
$64K
SRJSPARTANNASH CO
$45K
INGRINGREDION INC
$43K
GASSSTEALTHGAS INC
$35K
UNVREURUNIVAR INC
$34K
EPCEDGEWELL PERS CARE CO
$32K
RFREGIONS FINL CORP NEW
$12K
CIMCHIMERA INVT CORP
$8K
PreviousPage 3 of 3