Q4 2018 Holdings
Filed 2019-02-14 | 18 holdings | $439.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Aramark(ARMK) | COM | 03852U106 | $38.2K | 1,320,080 | 8.7% |
| Perspecta Inc(PRSP) | COM | 715347100 | $34.1K | 1,979,310 | 7.8% |
| Luxoft Hldg Inc | ORD SHS CL A | G57279104 | $32.2K | 1,056,890 | 7.3% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $31.0K | 302,270 | 7.1% |
| First Data Corp New(FDC) | COM CL A | 32008D106 | $30.9K | 1,829,830 | 7.0% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $30.5K | 635,840 | 6.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $27.7K | 26,470 | 6.3% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $26.3K | 832,790 | 6.0% |
| Open Text Corp(OTEX) | COM | 683715106 | $23.9K | 734,260 | 5.4% |
| Willis Towers Watson PUB LTD(WTW) | SHS | G96629103 | $23.0K | 151,750 | 5.2% |
| Solarwinds Corp | COM | 83417Q105 | $22.8K | 1,645,170 | 5.2% |
| Williams COS Inc del(WMB) | COM | 969457100 | $21.9K | 995,420 | 5.0% |
| Travelport Worldwide LTD | SHS | G9019D104 | $19.2K | 1,229,200 | 4.4% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $17.6K | 111,040 | 4.0% |
| Masonite Intl Corp New(DOOREUR) | COM | 575385109 | $16.4K | 366,758 | 3.7% |
| Ecolab Inc(ECL) | COM | 278865100 | $16.2K | 110,170 | 3.7% |
| Owens Corning New(OC) | COM | 690742101 | $14.7K | 333,220 | 3.3% |
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $12.8K | 549,090 | 2.9% |