Q3 2018 Holdings
Filed 2018-11-14 | 414 holdings | $8.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Asbury Automotive Group Inc(ABG) | COM | 043436104 | $300.0K | 4,368 | 3.4% |
| Cooper-Standard Holdings Inc.(CPS) | COM | 21676P103 | $309.0K | 2,574 | 3.5% |
| Advansix Inc(ASIX) | COM | 00773T101 | $403.0K | 11,880 | 4.6% |
| Autodesk Inc COM STK(ADSK) | COM | 052769106 | $415.0K | 2,657 | 4.8% |
| Costco Whsl Corp New COM STK(COST) | COM | 22160K105 | $420.0K | 1,789 | 4.8% |
| Axogen Inc(AXGN) | COM | 05463X106 | $486.0K | 13,193 | 5.6% |
| Arrow Electrs Inc COM STK(ARW) | COM | 042735100 | $547.0K | 7,426 | 6.3% |
| Cbre Group Inc COM STK(CBRE) | COM | 12504L109 | $570.0K | 12,918 | 6.5% |
| Cirrus Logic Inc COM STK(CRUS) | COM | 172755100 | $589.0K | 15,247 | 6.7% |
| Cadence Design SYS Inc COM STK(CDNS) | COM | 127387108 | $616.0K | 13,587 | 7.1% |
| Corcept Therapeutiuscom(CORT) | COM | 218352102 | $655.0K | 46,727 | 7.5% |
| Cummins Inc COM STK(CMI) | COM | 231021106 | $724.0K | 4,954 | 8.3% |
| Conmed Corp COM STK(CNMD) | COM | 207410101 | $742.0K | 9,369 | 8.5% |
| Builders Firstsource Inc COM S(BLDR) | COM | 12008R107 | $880.0K | 59,932 | 10.1% |