Q1 2019 Holdings
Filed 2019-04-17 | 58 holdings | $39.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| AON PLC(AON) | COMMON STOCK | G0408V102 | $15.4K | 90,107 | 0.0% |
| Mastec Inc(MTZ) | COMMON STOCK | 576323109 | $15.7K | 325,519 | 0.0% |
| Colliers International Group(CIGI) | COMMON STOCK | 194693107 | $15.8K | 236,583 | 0.0% |
| Dollar Tree, Inc.(DLTR) | COMMON STOCK | 256746108 | $16.1K | 153,455 | 0.0% |
| Arcosa Inc(ACA) | COMMON STOCK | 039653100 | $4.6M | 152,017 | 11.8% |
| DXC Technology Company(DXC) | COMMON STOCK | 23355L106 | $8.7M | 135,977 | 22.3% |
| Conduent Inc(CNDT) | COMMON STOCK | 206787103 | $9.1M | 654,684 | 23.1% |
| Autozone Inc(AZO) | COMMON STOCK | 053332102 | $16.4M | 16,051 | 41.9% |