Q2 2017 Holdings
Filed 2017-08-14 | 20 holdings | $300.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Brinks Co(BCO) | COM | 109696104 | $40.1K | 598,924 | 13.4% |
| Copart Inc(CPRT) | COM | 217204106 | $37.6K | 1,181,476 | 12.5% |
| Stewart Information Svcs COR(STC) | COM | 860372101 | $30.8K | 677,808 | 10.2% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $23.5K | 856,308 | 7.8% |
| Triton Intl LTD | CL A | G9078F107 | $20.2K | 605,082 | 6.7% |
| Theravance Biopharma Inc(TBPH) | COM | G8807B106 | $18.0K | 451,306 | 6.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $16.4K | 98,986 | 5.4% |
| Lennar Corp(LEN) | CL A | 526057104 | $16.0K | 300,000 | 5.3% |
| Post Hldgs Inc(POST) | COM | 737446104 | $14.2K | 183,252 | 4.7% |
| Csra Inc | COM | 12650T104 | $13.5K | 425,000 | 4.5% |
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $12.6K | 327,100 | 4.2% |
| Citigroup Inc(C) | COM NEW | 172967424 | $12.6K | 188,700 | 4.2% |
| Teledyne Technologies Inc(TDY) | COM | 879360105 | $10.4K | 81,854 | 3.5% |
| Williams COS Inc del(WMB) | COM | 969457100 | $9.9K | 327,874 | 3.3% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $7.8K | 200,000 | 2.6% |
| BOB Evans Farms Inc(BOBEUSD) | COM | 096761101 | $4.8K | 67,215 | 1.6% |
| Bioverativ Inc | COM | 09075E100 | $4.7K | 78,337 | 1.6% |
| Siteone Landscape Supply Inc(SITE) | COM | 82982L103 | $3.2K | 61,502 | 1.1% |
| LCI Inds(LCII) | COM | 50189K103 | $2.0K | 20,000 | 0.7% |
| Insulet Corp(PODD) | COM | 45784P101 | $1.7K | 33,000 | 0.6% |