Q2 2018 Holdings
Filed 2018-08-14 | 162 holdings | $286.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Agilent Technologies Inc(A) | COM | 00846U101 | $74.2K | 1,200,363 | 0.0% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $80.5K | 382,139 | 0.0% |
| Grace W R & Co del New | COM | 38388F108 | $95.1K | 1,297,365 | 0.0% |
| Choice Hotels Intl Inc(CHH) | COM | 169905106 | $112.2K | 1,484,261 | 0.0% |
| Interxion Holding N.v | SHS | N47279109 | $151.1K | 2,420,040 | 0.1% |
| Cubesmart(CUBE) | COM | 229663109 | $7.4M | 228,616 | 2.6% |
| Align Technology Inc(ALGN) | COM | 016255101 | $10.5M | 30,643 | 3.7% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $21.9M | 489,507 | 7.7% |
| Carmax Inc(KMX) | COM | 143130102 | $25.9M | 354,776 | 9.0% |
| D R Horton Inc(DHI) | COM | 23331A109 | $46.1M | 1,124,815 | 16.1% |
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $77.2M | 3,479,713 | 27.0% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $93.4M | 866,607 | 32.7% |