Q2 2019 Holdings
Filed 2019-07-24 | 57 holdings | $30.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Emcor Group Inc(EME) | COMMON STOCK | 29084Q100 | $16.4K | 186,663 | 0.1% |
| Colliers International Group(CIGI) | COMMON STOCK | 194693107 | $16.5K | 230,363 | 0.1% |
| AON PLC(AON) | COMMON STOCK | G0408V102 | $16.9K | 87,462 | 0.1% |
| Cummins Engine Inc(CMI) | COMMON STOCK | 231021106 | $208.0K | 1,211 | 0.7% |
| Arcosa Inc(ACA) | COMMON STOCK | 039653100 | $5.6M | 148,178 | 18.3% |
| DXC Technology Company(DXC) | COMMON STOCK | 23355L106 | $7.3M | 131,726 | 23.8% |
| Autozone Inc(AZO) | COMMON STOCK | 053332102 | $17.1M | 15,563 | 56.0% |