Q2 2018 Holdings
Filed 2018-08-14 | 3 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $625.0K | 1,810,902 | 59.4% |
| National Vision Hldgs Inc(EYE) | COM | 63845R107 | $277.2K | 7,579,968 | 26.3% |
| Advanced Drain SYS Inc del(WMS) | COM | 00790R104 | $150.1K | 5,257,355 | 14.3% |