Q2 2020 Holdings
Filed 2020-07-17 | 58 holdings | $19.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mastec Inc(MTZ) | COMMON STOCK | 576323109 | $10.6K | 236,286 | 0.1% |
| Dollar Tree, Inc.(DLTR) | COMMON STOCK | 256746108 | $11.2K | 120,436 | 0.1% |
| Canadian PAC RY LTD | COMMON STOCK | 13645T100 | $11.5K | 44,968 | 0.1% |
| Clearpoint Neuro Inc(CLPT) | COMMON STOCK | 18507C103 | $150.0K | 42,200 | 0.8% |
| Cummins Engine Inc(CMI) | COMMON STOCK | 231021106 | $217.0K | 1,254 | 1.1% |
| American Airlines Group Inc(AAL) | COMMON STOCK | 02376R102 | $224.0K | 17,137 | 1.1% |
| Arcosa Inc(ACA) | COMMON STOCK | 039653100 | $5.1M | 121,071 | 26.0% |
| Autozone Inc(AZO) | COMMON STOCK | 053332102 | $13.7M | 12,136 | 69.7% |