Q3 2019 Holdings
Filed 2019-10-15 | 57 holdings | $26.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Emcor Group Inc(EME) | COMMON STOCK | 29084Q100 | $15.9K | 185,167 | 0.1% |
| Colliers International Group(CIGI) | COMMON STOCK | 194693107 | $17.1K | 228,074 | 0.1% |
| Dollar Tree, Inc.(DLTR) | COMMON STOCK | 256746108 | $17.2K | 150,730 | 0.1% |
| Mastec Inc(MTZ) | COMMON STOCK | 576323109 | $19.8K | 304,939 | 0.1% |
| DXC Technology Company(DXC) | COMMON STOCK | 23355L106 | $4.7M | 159,564 | 17.5% |
| Arcosa Inc(ACA) | COMMON STOCK | 039653100 | $5.1M | 148,579 | 18.9% |
| Autozone Inc(AZO) | COMMON STOCK | 053332102 | $16.7M | 15,404 | 62.1% |