Q3 2020 Holdings
Filed 2020-10-19 | 57 holdings | $19.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Canadian PAC RY LTD | COMMON STOCK | 13645T100 | $12.2K | 39,983 | 0.1% |
| American Airlines Group Inc(AAL) | COMMON STOCK | 02376R102 | $211.0K | 17,137 | 1.1% |
| Boot Barn Holdings Inc(BOOT) | COMMON STOCK | 099406100 | $219.0K | 7,800 | 1.1% |
| Clearpoint Neuro Inc(CLPT) | COMMON STOCK | 18507C103 | $230.0K | 42,200 | 1.2% |
| Cummins Engine Inc(CMI) | COMMON STOCK | 231021106 | $258.0K | 1,220 | 1.3% |
| Arcosa Inc(ACA) | COMMON STOCK | 039653100 | $4.9M | 111,002 | 25.5% |
| Autozone Inc(AZO) | COMMON STOCK | 053332102 | $13.1M | 11,135 | 68.4% |