Q1 2019 Holdings
Filed 2019-05-15 | 1909 holdings | $1.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ww Grainger Inc(GWW) | COM | 384802104 | $5.5K | 18,435 | 0.0% |
| Arthur J Gallagher & Co(AJG) | COM | 363576109 | $5.6K | 71,734 | 0.0% |
| Steel Dynamics Inc(STLD) | COM | 858119100 | $5.6K | 159,507 | 0.0% |
| Western Digital Corp(WDC) | COM | 958102105 | $5.7K | 117,706 | 0.0% |
| Regions Financial Corp(RF) | COM | 7591EP100 | $5.7K | 400,545 | 0.0% |
| Senior Housing Properti | COM | 81721M109 | $5.7K | 482,097 | 0.0% |
| Wesco International Inc(WCC) | COM | 95082P105 | $5.7K | 107,503 | 0.0% |
| Cbs Corp | COM | 124857202 | $5.7K | 120,332 | 0.0% |
| Apache Corp(9990302D) | COM | 037411105 | $5.7K | 165,481 | 0.0% |
| Wpx Energy Inc | COM | 98212B103 | $5.7K | 437,697 | 0.0% |
| Loews Corp(L) | COM | 540424108 | $5.7K | 119,919 | 0.0% |
| Ryman Hospitality Prope(RHP) | COM | 78377T107 | $5.8K | 69,991 | 0.0% |
| Lennar Corp(LEN) | COM | 526057104 | $5.8K | 117,343 | 0.0% |
| Expedia Inc(EXPE) | COM | 30212P303 | $5.8K | 48,538 | 0.0% |
| Kirby Corp(KEX) | COM | 497266106 | $5.8K | 77,219 | 0.0% |
| L3 Technologies Inc | COM | 502413107 | $5.8K | 28,140 | 0.0% |
| Thor Industries Inc(THO) | COM | 885160101 | $5.8K | 93,151 | 0.0% |
| South State Corp(SSBUSD) | COM | 840441109 | $5.8K | 85,369 | 0.0% |
| Masimo Corp(MASI) | COM | 574795100 | $5.8K | 42,285 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $5.9K | 41,240 | 0.0% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $5.9K | 56,183 | 0.0% |
| Expeditors Internationa(EXPD) | COM | 302130109 | $5.9K | 77,382 | 0.0% |
| Booz Allen Hamilton Hol(BAH) | COM | 099502106 | $5.9K | 101,068 | 0.0% |
| Citrix Systems Inc(CTXSEUR) | COM | 177376100 | $5.9K | 58,978 | 0.0% |
| Plantronics Inc | COM | 727493108 | $5.9K | 127,753 | 0.0% |
| Western Alliance Bancor(WAL) | COM | 957638109 | $5.9K | 143,813 | 0.0% |
| Jones Lang Lasalle Inc(JLL) | COM | 48020Q107 | $5.9K | 38,297 | 0.0% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $5.9K | 70,489 | 0.0% |
| Evergy Inc(EVRG) | COM | 30034W106 | $5.9K | 102,104 | 0.0% |
| Hess Corp(HES) | COM | 42809H107 | $5.9K | 98,420 | 0.0% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $5.9K | 40,469 | 0.0% |
| Cheniere Energy Inc(LNG) | COM | 16411R208 | $5.9K | 87,024 | 0.0% |
| Southern Copper Corp(SCCO) | COM | 84265V105 | $6.0K | 150,091 | 0.0% |
| Fortune Brands Home & S(FBIN) | COM | 34964C106 | $6.0K | 125,226 | 0.0% |
| Centerpoint Energy Inc(CNP) | COM | 15189T107 | $6.0K | 194,189 | 0.0% |
| Corelogic Inc ed St(CLGX) | COM | 21871D103 | $6.0K | 160,057 | 0.0% |
| Aaon Inc(AAON) | COM | 000360206 | $6.0K | 129,952 | 0.0% |
| Southwestern Energy Co(SWN1EUR) | COM | 845467109 | $6.0K | 1,282,425 | 0.0% |
| Live Nation Entertainme(LYV) | COM | 538034109 | $6.0K | 94,679 | 0.0% |
| Ipg Photonics Corp(IPGP) | COM | 44980X109 | $6.1K | 39,879 | 0.0% |
| Tableau Software Inc(DATA) | COM | 87336U105 | $6.1K | 47,588 | 0.0% |
| F5 Networks Inc(FFIV) | COM | 315616102 | $6.1K | 38,755 | 0.0% |
| L Brands Inc | COM | 501797104 | $6.1K | 220,798 | 0.0% |
| Firstcash Inc | COM | 33767D105 | $6.1K | 70,519 | 0.0% |
| Jm Smucker Co(SJM) | COM | 832696405 | $6.1K | 52,480 | 0.0% |
| Nvr Inc(NVR) | COM | 62944T105 | $6.1K | 2,215 | 0.0% |
| Choice Hotels Internati(CHH) | COM | 169905106 | $6.2K | 79,176 | 0.0% |
| Equity Commonwealth(HP5A) | COM | 294628102 | $6.2K | 188,305 | 0.0% |
| Teledyne Technologies I(TDY) | COM | 879360105 | $6.2K | 26,003 | 0.0% |
| Pinnacle Financial Part | COM | 72346Q104 | $6.2K | 113,512 | 0.0% |