Q3 2017 Holdings
Filed 2017-11-14 | 17 holdings | $378.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Travelport Worldwide LTD | SHS | G9019D104 | $53.3K | 3,397,630 | 14.1% |
| Willis Towers Watson PUB LTD(WTW) | SHS | G96629103 | $35.7K | 231,500 | 9.4% |
| Masonite Intl Corp New(DOOREUR) | COM | 575385109 | $32.9K | 475,960 | 8.7% |
| Aramark(ARMK) | COM | 03852U106 | $30.7K | 756,510 | 8.1% |
| Ebay Inc(EBAY) | COM | 278642103 | $27.1K | 705,720 | 7.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $26.6K | 27,360 | 7.0% |
| Epam SYS Inc(EPAM) | COM | 29414B104 | $22.4K | 254,227 | 5.9% |
| Canadian PAC RY LTD | COM | 13645T100 | $21.3K | 126,560 | 5.6% |
| Navigant Consulting Inc | COM | 63935N107 | $20.3K | 1,199,992 | 5.4% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $18.6K | 199,460 | 4.9% |
| ABM Inds Inc(ABM) | COM | 000957100 | $18.4K | 440,200 | 4.9% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $16.0K | 597,620 | 4.2% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $15.7K | 181,010 | 4.2% |
| Total SYS Svcs Inc(TSS) | COM | 891906109 | $15.4K | 235,420 | 4.1% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $14.8K | 366,290 | 3.9% |
| Luxoft Hldg Inc | ORD SHS CL A | G57279104 | $5.3K | 110,179 | 1.4% |
| Commercehub Inc | COM SER C | 20084V306 | $4.0K | 185,000 | 1.0% |