Q2 2021 Holdings
Filed 2021-08-16 | 8 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Conagra Brands Inc(CAG) | COM | 205887102 | $292.9K | 8,051,132 | 24.2% |
| Treehouse Foods Inc(THS) | COM | 89469A104 | $170.0K | 3,817,868 | 14.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $159.6K | 578,659 | 13.2% |
| Encompass Health Corp(EHC) | COM | 29261A100 | $158.3K | 2,029,092 | 13.1% |
| Vonage Hldgs Corp | COM | 92886T201 | $141.7K | 9,835,964 | 11.7% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $139.8K | 326,634 | 11.5% |
| Cyrusone Inc(CONE1EUR) | COM | 23283R100 | $123.5K | 1,726,782 | 10.2% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $26.0K | 504,938 | 2.1% |