Q4 2020 Holdings
Filed 2021-01-26 | 703 holdings | $261.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CAE Inc(CAE) | COM | 124765108 | $23.9M | 860,225 | 9.1% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $28.2M | 629,767 | 10.8% |
| Cummins Inc(CMI) | COM | 231021106 | $38.9M | 171,461 | 14.9% |