Q3 2017 Holdings
Filed 2017-11-14 | 8 holdings | $2.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Univar Inc.(UNVREUR) | Com | 91336L107 | $624.6K | 21,590,027 | 28.1% |
| Atkore International Group Inc.(ATKR) | Com | 047649108 | $594.3K | 30,460,377 | 26.7% |
| US Foods Holding Corp.(USFD) | Com | 912008109 | $533.4K | 19,977,773 | 24.0% |
| NCI Building Systems, Inc. | Com | 628852204 | $468.9K | 30,055,651 | 21.1% |
| Graphic Packaging Holding Company(GPK) | Com | 388689101 | $3.0K | 214,935 | 0.1% |
| HD Supply Holdings Inc. | Com | 40416M105 | $544 | 15,081 | 0.0% |
| ServiceMaster Global Holdings, Inc. | Com | 81761R109 | $470 | 10,068 | 0.0% |
| SiteOne Landscape Supply, Inc.(SITE) | Com | 82982L103 | $371 | 6,389 | 0.0% |