Q1 2017 Holdings
Filed 2017-05-15 | 8 holdings | $4.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| US Foods Holding Corp.(USFD) | Com | 912008109 | $1.8M | 62,633,332 | 41.1% |
| Atkore International Group Inc.(ATKR) | Com | 047649108 | $800.5K | 30,460,377 | 18.8% |
| Univar Inc.(UNVREUR) | Com | 91336L107 | $661.7K | 21,582,123 | 15.5% |
| SiteOne Landscape Supply, Inc.(SITE) | Com | 82982L103 | $534.8K | 11,046,541 | 12.5% |
| NCI Building Systems, Inc. | Com | 628852204 | $515.5K | 30,055,651 | 12.1% |
| Graphic Packaging Holding Company(GPK) | Com | 388689101 | $2.8K | 214,935 | 0.1% |
| HD Supply Holdings Inc. | Com | 40416M105 | $620 | 15,081 | 0.0% |
| ServiceMaster Global Holdings, Inc. | Com | 81761R109 | $420 | 10,068 | 0.0% |