Q3 2019 Holdings
Filed 2019-11-14 | 8 holdings | $460.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Willis Towers Watson PUB LTD(WTW) | SHS | G96629103 | $126.7K | 656,461 | 27.5% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $112.7K | 1,707,800 | 24.5% |
| Wyndham Hotels & Resorts Inc(WH) | COM | 98311A105 | $67.6K | 1,307,482 | 14.7% |
| NRG Energy Inc(NRG) | COM NEW | 629377508 | $56.1K | 1,417,615 | 12.2% |
| AON PLC(AON) | SHS CL A | G0408V102 | $40.7K | 210,403 | 8.8% |
| Wisdomtree TR(DXJ) | JAPN HEDGE EQT | 97717W851 | $27.2K | 538,900 | 5.9% |
| BP Midstream Partners LP | UNIT LTD PTNR | 0556EL109 | $15.7K | 1,077,204 | 3.4% |
| Dupont de Nemours Inc(DD) | COM | 26614N102 | $14.0K | 196,004 | 3.0% |