Q3 2019 Holdings
Filed 2019-11-14 | 59 holdings | $233.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| KAR Auction Svcs Inc(OPLN) | COM | 48238T109 | $94.8K | 3,859,891 | 0.0% |
| SIX Flags Entmt Corp New(SIXEUR) | COM | 83001A102 | $97.2K | 1,914,492 | 0.0% |
| Lithia Mtrs Inc(LAD) | CL A | 536797103 | $100.3K | 757,888 | 0.0% |
| Silgan Holdings Inc(SLGN) | COM | 827048109 | $105.7K | 3,520,677 | 0.0% |
| Teledyne Technologies Inc(TDY) | COM | 879360105 | $111.9K | 347,609 | 0.0% |
| Medical Pptys Trust Inc(MPT) | COM | 58463J304 | $133.9K | 6,845,933 | 0.1% |
| Brightview Hldgs Inc(BV) | COM | 10948C107 | $8.2M | 478,731 | 3.5% |
| Cbiz Inc(CBZ) | COM | 124805102 | $71.8M | 3,055,596 | 30.7% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $150.7M | 4,812,073 | 64.5% |