Q1 2022 Holdings
Filed 2022-04-12 | 107 holdings | $27.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Inc(DHI) | COM | 23331A109 | $2.0M | 26,253 | 7.1% |
| AMN Healthcare Svcs Inc(AMN) | COM | 001744101 | $2.2M | 21,051 | 7.9% |
| Centene Corp del(CNC) | COM | 15135B101 | $3.3M | 39,280 | 12.0% |
| Bancorp Inc del(TBBK) | COM | 05969A105 | $3.3M | 117,659 | 12.1% |
| Corteva Inc(CTVA) | COM | 22052L104 | $3.8M | 65,323 | 13.6% |
| Cummins Inc(CMI) | COM | 231021106 | $5.0M | 24,310 | 18.0% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $6.0M | 32,344 | 21.6% |