Director Of Marketing

(NYSE:VMW), a provider of virtualization software enabling organizations to run multiple operating systems on a single computer, in which it added stonecreekconsulting a new $71 million position; Michael Kors Holdings Ltd. (NYSE:KORS), a luxury lifestyle brand that markets accessories, surreywellness footwear and apparel in 74 countries via a global distribution network that includes company operated retail stores, leading department stores, specialty stores and select licensing partners, in which it added a new $41 million position; and Cemex Sab (NYSE:CX), a Mexican manufacturer of cement, ready mix concrete, aggregates and related materials that are used for housing and residential developments, as well as for commercial, institutional and infrastructure projects, in which it added a new $37 million position. The following are JAT's high conviction bearish picks based on their Q4 selling activity (see Table):.
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