Q1 2019 Holdings
Filed 2019-05-15 | 8 holdings | $549.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| AON PLC(AON) | SHS CL A | G0408V102 | $146.6K | 858,903 | 26.7% |
| Willis Towers Watson PUB LTD(WTW) | SHS | G96629103 | $79.6K | 453,261 | 14.5% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $79.0K | 1,051,000 | 14.4% |
| NRG Energy Inc(NRG) | COM NEW | 629377508 | $67.0K | 1,577,050 | 12.2% |
| Hain Celestial Group Inc(HAIN) | COM | 405217100 | $48.6K | 2,100,000 | 8.8% |
| Dowdupont Inc | COM | 26078J100 | $46.3K | 868,880 | 8.4% |
| Wyndham Hotels & Resorts Inc(WH) | COM | 98311A105 | $43.9K | 879,000 | 8.0% |
| BP Midstream Partners LP | UNIT LTD PTNR | 0556EL109 | $38.7K | 2,671,110 | 7.0% |