Q1 2018 Holdings
Filed 2018-05-15 | 161 holdings | $41.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American Axle & MFG Hldgs in(DCH) | COM | 024061103 | $193.0K | 12,672 | 0.5% |
| Addus Homecare Corp(ADUS) | COM | 006739106 | $222.0K | 4,554 | 0.5% |
| Asbury Automotive Group Inc(ABG) | COM | 043436104 | $250.0K | 3,707 | 0.6% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $256.0K | 9,882 | 0.6% |
| AMC Networks Inc(AMCX) | CL A | 00164V103 | $259.0K | 5,000 | 0.6% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $318.0K | 17,962 | 0.8% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $381.0K | 19,225 | 0.9% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $6.2M | 143,799 | 14.8% |
| Antero RES Corp(AR) | COM | 03674X106 | $7.9M | 400,000 | 19.0% |
| Cracker Barrel Old Ctry Stor(CBRL) | COM | 22410J106 | $8.1M | 51,075 | 19.5% |
| Autozone Inc(AZO) | COM | 053332102 | $17.2M | 26,554 | 41.3% |