Q1 2018 Holdings
Filed 2018-05-15 | 20 holdings | $269.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Copart Inc(CPRT) | COM | 217204106 | $46.6K | 914,530 | 17.3% |
| Brinks Co(BCO) | COM | 109696104 | $28.6K | 400,759 | 10.6% |
| Energizer Hldgs Inc New(ENR) | COM | 29272W109 | $23.7K | 397,230 | 8.8% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $17.0K | 324,378 | 6.3% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $15.7K | 789,093 | 5.8% |
| Verisk Analytics Inc(VRSK) | COM | 92345Y106 | $14.8K | 142,140 | 5.5% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $13.6K | 13,200 | 5.0% |
| Lennar Corp(LEN) | CL A | 526057104 | $13.6K | 230,000 | 5.0% |
| Booz Allen Hamilton Hldg COR(BAH) | CL A | 099502106 | $13.2K | 340,000 | 4.9% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $12.6K | 110,000 | 4.7% |
| Teledyne Technologies Inc(TDY) | COM | 879360105 | $10.0K | 53,637 | 3.7% |
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $9.8K | 308,549 | 3.6% |
| Theravance Biopharma Inc(TBPH) | COM | G8807B106 | $9.7K | 399,537 | 3.6% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $9.6K | 234,477 | 3.6% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $8.7K | 230,000 | 3.2% |
| Franks Intl N V(XPRO) | COM | N33462107 | $7.3K | 220,000 | 2.7% |
| Triton Intl LTD | CL A | G9078F107 | $6.1K | 200,000 | 2.3% |
| Citigroup Inc(C) | COM NEW | 172967424 | $4.1K | 60,000 | 1.5% |
| Cardtronics PLC | SHS CL A | G1991C105 | $3.7K | 167,008 | 1.4% |
| Univar Inc(UNVREUR) | COM | 91336L107 | $1.7K | 61,924 | 0.6% |