Q1 2019 Holdings
Filed 2019-05-13 | 858 holdings | $66.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $291 | 7,647 | 0.0% |
| Fidelity National Financial(FNF) | COM | 31620R303 | $291 | 7,950 | 0.0% |
| Technipfmc PLC(FTI) | COM | G87110105 | $292 | 12,395 | 0.0% |
| National Retail Pptys Inc(NNN) | COM | 637417106 | $293 | 5,288 | 0.0% |
| Proto Labs Inc(PRLB) | COM | 743713109 | $293 | 2,790 | 0.0% |
| Vistra Energy Corp(VST) | COM | 92840M102 | $294 | 11,292 | 0.0% |
| Oshkosh Corp(OSK) | COM | 688239201 | $295 | 3,926 | 0.0% |
| Waddell & Reed Finl Inc(WDR) | COM | 930059100 | $295 | 17,042 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $296 | 1,220 | 0.0% |
| Emcor Group Inc(EME) | COM | 29084Q100 | $296 | 4,052 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $297 | 7,477 | 0.0% |
| Kansas City Southern | COM | 485170302 | $297 | 2,563 | 0.0% |
| Inogen Inc(INGN) | COM | 45780L104 | $298 | 3,120 | 0.0% |
| Nexstar Media Group Inc(NXST) | COM | 65336K103 | $299 | 2,755 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $300 | 1,126 | 0.0% |
| Evercore Inc(EVR) | COM | 29977A105 | $300 | 3,298 | 0.0% |
| Mosaic Co New(MOS) | COM | 61945C103 | $302 | 11,069 | 0.0% |
| Nvent Electric PLC(NVT) | COM | G6700G107 | $303 | 11,240 | 0.0% |
| Tyson Foods Inc(TSN) | COM | 902494103 | $303 | 4,371 | 0.0% |
| Mastec Inc(MTZ) | COM | 576323109 | $307 | 6,387 | 0.0% |
| Prologis Inc(PLD) | COM | 74340W103 | $308 | 4,285 | 0.0% |
| Cimarex Energy Co(XECEUR) | COM | 171798101 | $309 | 4,416 | 0.0% |
| Radian Group Inc(RDN) | COM | 750236101 | $313 | 15,082 | 0.0% |
| Essent Group LTD(ESNT) | COM | G3198U102 | $313 | 7,201 | 0.0% |
| Siteone Landscape Supply Inc(SITE) | COM | 82982L103 | $314 | 5,495 | 0.0% |
| Terex Corp New(TEX) | COM | 880779103 | $316 | 9,824 | 0.0% |
| Enova Intl Inc(ENVA) | COM | 29357K103 | $316 | 13,851 | 0.0% |
| Broadridge Finl Solutions in(BR) | COM | 11133T103 | $316 | 3,044 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $317 | 4,927 | 0.0% |
| Spdr Series Trust(WIP) | ETF | 78464A490 | $318 | 5,881 | 0.0% |
| Mantech Intl Corp | COM | 564563104 | $320 | 5,923 | 0.0% |
| Fomento Economico Mexicano S(FMX) | COM | 344419106 | $321 | 3,475 | 0.0% |
| Schneider National Inc(SNDR) | COM | 80689H102 | $323 | 15,358 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $324 | 6,298 | 0.0% |
| Bancorpsouth BK Tupelo Miss | COM | 05971J102 | $325 | 11,520 | 0.0% |
| Tapestry Inc(TPR) | COM | 876030107 | $331 | 10,202 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $332 | 2,085 | 0.0% |
| Cogent Communications Hldgs(CCOI) | COM | 19239V302 | $335 | 6,177 | 0.0% |
| Indexiq ETF TR(MNA) | ETF | 45409B800 | $338 | 10,578 | 0.0% |
| Kratos Defense & SEC Solutio(KTOS) | COM | 50077B207 | $339 | 21,706 | 0.0% |
| Houlihan Lokey Inc(HLI) | COM | 441593100 | $339 | 7,383 | 0.0% |
| Liberty Global PLC | COM | G5480U120 | $340 | 14,062 | 0.0% |
| Watts Water Technologies Inc(WTS) | COM | 942749102 | $342 | 4,231 | 0.0% |
| General Electric Co | COM | 369604103 | $342 | 34,295 | 0.0% |
| Choice Hotels Intl Inc(CHH) | COM | 169905106 | $343 | 4,409 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $351 | 856 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $352 | 1,693 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $352 | 2,954 | 0.0% |
| Timken Co(TKR) | COM | 887389104 | $353 | 8,092 | 0.0% |
| Hewlett Packard Enterprise C(HPE) | COM | 42824C109 | $354 | 22,938 | 0.0% |