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Aurora Investment Counsel

Q2 2020 Holdings

Filed 2020-08-24 | 116 holdings | $5.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
SEI Investments Company(SEIC)COM784117103$2063,7500.0%
NetApp, Inc.(NTAP)COM64110D104$2154,8350.0%
NuVasive, Inc.(NUVAGBP)COM670704105$2173,9040.0%
Air Products & Chemicals, Inc.(APD)COM009158106$2631,0880.0%
Amphenol Corp.(APH)COM032095101$2772,8900.0%
McGrath RentCorp(MGRC)COM580589109$3235,9850.0%
LKQ Corporation(LKQ)COM501889208$33112,6300.0%
Vulcan Materials Co(VMC)COM929160109$4293,7060.0%
Brookfield Infrastructure Part(BIP)COMG16252101$45611,0990.0%
Equity Commonwealth 6.5 PfdCOM294628201$47217,1490.0%
Helen of Troy Limited(HELE)COMG4388N106$4812,5500.0%
Medifast, Inc.(MED)COM58470H101$4983,5860.0%
Western Alliance Bancorporatio(WAL)COM957638109$50913,4410.0%
Middleby(MIDD)COM596278101$5266,6670.0%
AvalonBay Communities, Inc.(AVB)COM053484101$5403,4890.0%
Blackstone Group Inc.(BX)COM09260D107$5439,5810.0%
TechTarget, Inc.(EFT)COM87874R100$54318,0890.0%
Star Group, L.P.(SGU)COM85512C105$56063,8940.0%
Agilent Technologies(A)COM00846U101$5896,6650.0%
UFP Industries Inc.(UFPI)COM90278Q108$59111,9400.0%
South State Corporation(SSBUSD)COM840441109$59412,4650.0%
World Fuel Services Corp(WKC)COM981475106$59923,2350.0%
F5 Networks, Inc.(FFIV)COM315616102$6504,6600.0%
Equity Commonwealth(HP5A)COM294628102$65520,3480.0%
Green Dot Corporation(GDOT)COM39304D102$65513,3380.0%
Mobile Mini, Inc.COM60740F105$66422,5230.0%
Raytheon Technologies Corp.(RTX)COM75513E101$68011,0430.0%
Leidos Holdings, Inc.(LDOS)COM525327102$6817,2680.0%
Packaging Corporation of Ameri(PKG)COM695156109$6826,8300.0%
Hill-Rom Holdings, Inc.(HRC)COM431475102$6916,2900.0%
Perficient, Inc.(PRFTUSD)COM71375U101$71019,8400.0%
Idacorp, Inc.(IDA)COM451107106$7208,2410.0%
Selective Insurance Group, Inc(SIGI)COM816300107$72013,6500.0%
Cognizant Technology Solutions(CTSH)COM192446102$72012,6630.0%
Dolby Laboratories Inc(DLB)COM25659T107$72210,9550.0%
Flir Systems Inc.(FLIR)COM302445101$73218,0310.0%
Vici Properties Inc.(VICI)COM925652109$73836,5530.0%
Interpublic Group of Companies(IPG)COM460690100$76044,3100.0%
Global Payments Inc(GPN)COM37940X102$7634,4980.0%
International Flavors & Fragra(IFF)COM459506101$7736,3120.0%
CDW Corporation(CDW)COM12514G108$7746,6620.0%
Wyndham Hotels & Resorts, Inc.(WH)COM98311A105$78518,4120.0%
BioTelemetry, Inc.(BEATEUR)COM090672106$79017,4780.0%
Service Corporation Internatio(SCI)COM817565104$80220,6250.0%
Kforce Inc.(KFRC)COM493732101$80727,5910.0%
CF Industries Holdings, Inc.(CF)COM125269100$80928,7600.0%
Wintrust Financial Corporation(WTFC)COM97650W108$81618,7130.0%
Graphic Packaging Holding Comp(GPK)COM388689101$83059,3190.0%
Extra Space Storage Inc.(EXR)COM30225T102$8359,0410.0%
Avangrid, Inc.(AGREUR)COM05351W103$83519,8850.0%
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