Q4 2018 Holdings
Filed 2019-02-14 | 11 holdings | $22.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $22.6M | 59,252 | 99.6% |
| Mastec Inc(MTZ) | COM | 576323109 | $15.2K | 374,242 | 0.1% |
| Lear Corp(LEA) | COM NEW | 521865204 | $11.3K | 92,197 | 0.0% |
| Synchrony Finl(SYF) | COM | 87165B103 | $10.0K | 426,063 | 0.0% |
| Marriott Vacations Wrldwde C(VAC) | COM | 57164Y107 | $9.8K | 138,663 | 0.0% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $8.3K | 52,822 | 0.0% |
| REV Group Inc(1RG) | COM | 749527107 | $7.2K | 964,611 | 0.0% |
| Frontdoor Inc(FTDR) | COM | 35905A109 | $7.2K | 270,944 | 0.0% |
| Syneos Health Inc(8IN) | CL A | 87166B102 | $6.3K | 160,734 | 0.0% |
| Bank Amer Corp(BAC) | COM | 060505104 | $4.1K | 165,930 | 0.0% |
| Magna Intl Inc(MGA) | COM | 559222401 | $3.2K | 71,330 | 0.0% |