Q4 2017 Holdings
Filed 2018-02-14 | 156 holdings | $36.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| AMC Networks Inc(AMCX) | CL A | 00164V103 | $308.0K | 5,697 | 0.9% |
| Camping World Hldgs Inc(CWH) | CL A | 13462K109 | $353.0K | 7,891 | 1.0% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $354.0K | 10,843 | 1.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $6.1M | 158,629 | 16.9% |
| Antero RES Corp(AR) | COM | 03674X106 | $8.2M | 433,130 | 22.9% |
| Autozone Inc(AZO) | COM | 053332102 | $19.3M | 27,200 | 53.7% |