Q2 2018 Holdings
Filed 2018-08-14 | 105 holdings | $113.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cavco Industries Inc.(CVCO) | COM | 149568107 | $9.7M | 46,853 | 8.6% |
| CarMax Inc.(KMX) | COM | 143130102 | $12.0M | 165,000 | 10.6% |
| Chart Industries Inc.(GTLS) | COM | 16115Q308 | $14.3M | 231,780 | 12.6% |
| Advanced Micro Devices Inc.(AMD) | COM | 007903107 | $21.7M | 1,445,585 | 19.1% |
| Ciena Corp.(CIEN) | COM | 171779309 | $23.1M | 872,708 | 20.4% |