Q2 2019 Holdings
Filed 2019-07-24 | 878 holdings | $61.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SPX Corp | com | 784635104 | $205 | 6,195 | 0.0% |
| HD Supply Holdings Inc | com | 40416M105 | $207 | 5,130 | 0.0% |
| AVX Corp | com | 002444107 | $207 | 12,490 | 0.0% |
| CAL Maine Foods Inc(CALM) | com | 128030202 | $208 | 4,990 | 0.0% |
| Legg Mason Inc(LMEUR) | com | 524901105 | $208 | 5,438 | 0.0% |
| Sealed AIR Corp(SEE) | com | 81211K100 | $208 | 4,870 | 0.0% |
| Financial Select Sector Spdr(XLF) | com | 81369Y605 | $209 | 7,567 | 0.0% |
| Spirit Aerosystems Hold(S9Q) | com | 848574109 | $210 | 2,575 | 0.0% |
| Parker Hannifin Corp(PH) | com | 701094104 | $213 | 1,255 | 0.0% |
| Skechers USA Inc(SKAA) | com | 830566105 | $213 | 6,760 | 0.0% |
| Comfort Systems USA Inc(FIX) | com | 199908104 | $213 | 4,175 | 0.0% |
| Warrior MET Coal Inc(HCC) | com | 93627C101 | $213 | 8,170 | 0.0% |
| Diodes Inc(DIOD) | com | 254543101 | $214 | 5,890 | 0.0% |
| Cardinal Health Inc(CAH) | com | 14149Y108 | $215 | 4,575 | 0.0% |
| Kennedy-Wilson Holdings Inc(KW) | com | 489398107 | $216 | 10,490 | 0.0% |
| Symantec Corp | com | 871503108 | $217 | 9,990 | 0.0% |
| HUB Group Inc(HUBG) | com | 443320106 | $219 | 5,215 | 0.0% |
| Walker & Dunlop Inc(WD) | com | 93148P102 | $219 | 4,115 | 0.0% |
| Hewlett Packard Enterprise COM(HPE) | com | 42824C109 | $220 | 14,715 | 0.0% |
| Tenet Healthcare Corp(THC) | com | 88033G407 | $220 | 10,629 | 0.0% |
| Whirlpool Corp(WHR) | com | 963320106 | $221 | 1,550 | 0.0% |
| Interpublic Group of COS Inc(IPG) | com | 460690100 | $222 | 9,840 | 0.0% |
| Regal Beloit Corp(RRX) | com | 758750103 | $222 | 2,720 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | com | 302130109 | $222 | 2,930 | 0.0% |
| Navistar International(NAV) | com | 63934E108 | $223 | 6,475 | 0.0% |
| Universal Corp(UVV) | com | 913456109 | $224 | 3,685 | 0.0% |
| Sanmina Corp(SANM) | com | 801056102 | $224 | 7,395 | 0.0% |
| Waddell & Reed Financial(WDR) | com | 930059100 | $224 | 13,445 | 0.0% |
| DTE Energy Company(DTE) | com | 233331107 | $224 | 1,750 | 0.0% |
| Gibraltar Industries Inc(ROCK) | com | 374689107 | $225 | 5,570 | 0.0% |
| Kennametal Inc(KMT) | com | 489170100 | $225 | 6,095 | 0.0% |
| Toll Brothers Inc(TOL) | com | 889478103 | $225 | 6,140 | 0.0% |
| J2 Global Inc(ZD) | com | 48123V102 | $229 | 2,575 | 0.0% |
| Arch Coal Inc(ARCH1EUR) | com | 039380407 | $229 | 2,435 | 0.0% |
| American Woodmark Corp(AMWD) | com | 030506109 | $230 | 2,720 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | com | G50871105 | $231 | 1,620 | 0.0% |
| Saia Inc(SAIA) | com | 78709Y105 | $231 | 3,565 | 0.0% |
| Paccar Inc(PCAR) | com | 693718108 | $232 | 3,235 | 0.0% |
| Encore Capital Group Inc(ECPG) | com | 292554102 | $233 | 6,870 | 0.0% |
| Expedia Inc(EXPE) | com | 30212P303 | $234 | 1,760 | 0.0% |
| Carpenter Technology(CRS) | com | 144285103 | $234 | 4,870 | 0.0% |
| Seagate Technology(STX) | com | G7945M107 | $234 | 4,961 | 0.0% |
| Mastec Inc(MTZ) | com | 576323109 | $235 | 4,566 | 0.0% |
| Propetro Holding Corp(PUMP) | com | 74347M108 | $236 | 11,390 | 0.0% |
| Triumph Group Inc(TG7) | com | 896818101 | $236 | 10,320 | 0.0% |
| Mcgrath Rentcorp(MGRC) | com | 580589109 | $236 | 3,790 | 0.0% |
| PBF Energy Inc(PBF) | com | 69318G106 | $236 | 7,535 | 0.0% |
| Quanta Services Inc(PWR) | com | 74762E102 | $237 | 6,195 | 0.0% |
| KB Home(KBH) | com | 48666K109 | $240 | 9,335 | 0.0% |
| Omnicom Group(OMC) | com | 681919106 | $240 | 2,925 | 0.0% |