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Aurora Investment Counsel

Q3 2020 Holdings

Filed 2020-11-23 | 114 holdings | $121.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Flir Systems Inc.(FLIR)COM302445101$2496,6810.2%
Steris plc(STE)COMG8473T100$3011,5440.2%
Medifast, Inc.(MED)COM58470H101$3071,7700.3%
SEI Investments Company(SEIC)COM784117103$3195,7550.3%
WEX Inc.(WEX)COM96208T104$3952,1950.3%
McGrath RentCorp(MGRC)COM580589109$4426,9070.4%
Yelp Inc.(YELP)COM985817105$46315,4540.4%
BioTelemetry, Inc.(BEATEUR)COM090672106$55011,3810.5%
Helen of Troy Limited(HELE)COMG4388N106$5532,7650.5%
Equity Commonwealth 6.5 PfdCOM294628201$55318,5780.5%
The Hanover Insurance Group, I(THG)COM410867105$5674,8970.5%
The Bank of New York Mellon Co(BK)COM064058100$59815,1500.5%
UFP Industries Inc.(UFPI)COM90278Q108$63311,6400.5%
Viavi Solutions Inc.(VIAV)COM925550105$64448,3640.5%
General Dynamics(GD)COM369550108$6534,3080.5%
Alexion Pharmaceuticals, Inc.(ALXN)COM015351109$6565,1350.5%
Star Group, L.P.(SGU)COM85512C105$65967,5840.5%
LKQ Corporation(LKQ)COM501889208$66518,2230.5%
CubeSmart(CUBE)COM229663109$67920,0780.6%
Cornerstone OnDemand Inc(CSOD)COM21925Y103$68316,2350.6%
PerkinElmer, Inc.(RVTY)COM714046109$6925,2020.6%
International Flavors & Fragra(IFF)COM459506101$7006,1150.6%
Emcor Group Inc.(EME)COM29084Q100$7148,3750.6%
Vici Properties Inc.(VICI)COM925652109$72027,2600.6%
Idacorp, Inc.(IDA)COM451107106$7207,7110.6%
Marsh & McLennan Companies, In(MRSH)COM571748102$7566,6200.6%
Rexford Industrial Realty, Inc(REXR)COM76169C100$76615,2640.6%
World Fuel Services Corp(WKC)COM981475106$76925,7000.6%
Ebix Inc.(EBIXEUR)COM278715206$76924,7270.6%
Western Alliance Bancorporatio(WAL)COM957638109$78614,4810.6%
Leidos Holdings, Inc.(LDOS)COM525327102$7957,9280.7%
Ollie's Bargain Outlet Holding(OLLI)COM681116109$8008,9610.7%
Malibu Boats, Inc.(MBUU)COM56117J100$80213,7730.7%
Electronic Arts Inc.(EA)COM285512109$8256,9640.7%
Henry Schein, Inc.(HSIC)COM806407102$83312,8900.7%
Selective Insurance Group, Inc(SIGI)COM816300107$86213,6500.7%
CMS Energy Corporation(CMS)COM125896100$86613,5610.7%
Brookfield Infrastructure Part(BIP)COMG16252101$88316,9200.7%
DouYu International Holdings LCOM25985W105$88562,1250.7%
CDW Corporation(CDW)COM12514G108$9086,6360.7%
Stepan Company(SCL)COM858586100$9087,0790.7%
Syneos Health, Inc.(8IN)COM87166B102$93014,6650.8%
Global Payments Inc(GPN)COM37940X102$9304,8990.8%
AbbVie Inc.(ABBV)COM00287Y109$9419,4830.8%
Graphic Packaging Holding Comp(GPK)COM388689101$94161,2390.8%
II-VI IncorporatedCOM902104108$94315,5180.8%
Perficient, Inc.(PRFTUSD)COM71375U101$94720,4410.8%
Ebay Inc.(EBAY)COM278642103$94919,6260.8%
Asgn Incorporated(ASGN)COM00191U102$96511,4400.8%
UGI Corporation(UGI)COM902681105$97126,7890.8%
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