Q1 2017 Holdings
Filed 2017-05-02 | 710 holdings | $121.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Commvault Systems Inc(CVLT) | COM | 204166102 | $2.0M | 39,370 | 1.6% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $2.1M | 104,350 | 1.7% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $2.1M | 35,120 | 1.8% |
| Blue Bird Corp(BLBD) | COM | 095306106 | $2.2M | 126,720 | 1.8% |
| Cooper STD Hldgs Inc(CPS) | COM | 21676P103 | $3.1M | 28,366 | 2.6% |
| Cummins Inc(CMI) | COM | 231021106 | $7.8M | 51,425 | 6.4% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $11.3M | 116,225 | 9.3% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $15.1M | 1,040,210 | 12.5% |
| Conocophillips(COP) | COM | 20825C104 | $21.6M | 432,410 | 17.8% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $29.3M | 865,485 | 24.1% |