Q4 2021 Holdings
Filed 2022-02-14 | 5 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| International Flavors&fragra(IFF) | COM | 459506101 | $790.9K | 5,250,000 | 69.8% |
| Bath & Body Works Inc(BBWI) | COM | 070830104 | $123.9K | 1,775,000 | 10.9% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $94.2K | 800,000 | 8.3% |
| Colfax Corp | COM | 194014106 | $81.6K | 1,775,000 | 7.2% |
| CNH Indl N V(CNH) | SHS | N20944109 | $41.8K | 2,150,000 | 3.7% |