Q4 2017 Holdings
Filed 2018-02-13 | 14 holdings | $211.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cannae Hldgs Inc(CNNE) | COM | 13765N107 | $24.4K | 1,433,449 | 11.5% |
| Cintas Corp(CTAS) | COM | 172908105 | $24.2K | 155,000 | 11.4% |
| Firstservice Corp New | SUB VTG SH | 33767E103 | $23.2K | 332,094 | 11.0% |
| Aramark(ARMK) | COM | 03852U106 | $21.2K | 496,300 | 10.0% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $18.5K | 185,100 | 8.7% |
| SP Plus Corp(SPUSD) | COM | 78469C103 | $17.1K | 462,015 | 8.1% |
| Apple Inc(AAPL) | COM | 037833100 | $16.3K | 96,320 | 7.7% |
| SIX Flags Entmt Corp New(SIXEUR) | COM | 83001A102 | $16.1K | 241,284 | 7.6% |
| Lowes COS Inc(LOW) | COM | 548661107 | $15.0K | 161,700 | 7.1% |
| Fidelity National Financial(FNF) | FNF GROUP COM | 31620R303 | $14.5K | 368,300 | 6.8% |
| Siteone Landscape Supply Inc(SITE) | COM | 82982L103 | $11.9K | 154,800 | 5.6% |
| Black Knight Inc(BKIEUR) | COM | 09215C105 | $6.7K | 150,924 | 3.1% |
| Liberty Interactive Corp | LBT VEN COM A NE | 53071M856 | $2.3K | 42,424 | 1.1% |
| Hornbeck Offshore Svcs Inc N | COM | 440543106 | $622 | 200,000 | 0.3% |