Q3 2018 Holdings
Filed 2018-11-14 | 13 holdings | $213.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mastec Inc(MTZ) | COM | 576323109 | $26.8K | 600,000 | 12.6% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $26.1K | 95,000 | 12.2% |
| Foot Locker Inc(WOO) | COM | 344849104 | $25.5K | 500,000 | 11.9% |
| Weight Watchers Intl Inc New | COM | 948626106 | $23.4K | 325,000 | 11.0% |
| HUB Group Inc(HUBG) | CL A | 443320106 | $22.7K | 498,410 | 10.7% |
| Fluor Corp New(FLR) | COM | 343412102 | $21.8K | 375,000 | 10.2% |
| Flowserve Corp(FLS) | COM | 34354P105 | $19.1K | 350,000 | 9.0% |
| Harsco Corp(NVRI) | COM | 415864107 | $13.0K | 455,791 | 6.1% |
| Dycom Inds Inc(DY) | COM | 267475101 | $11.2K | 132,600 | 5.3% |
| Wesco Intl Inc(WCC) | COM | 95082P105 | $8.5K | 138,707 | 4.0% |
| Navistar Intl Corp New(NAV) | COM | 63934E108 | $7.7K | 200,000 | 3.6% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $6.0K | 47,500 | 2.8% |
| Noodles & Co(NDLSUSD) | COM CL A | 65540B105 | $1.5K | 120,608 | 0.7% |