Q1 2017 Holdings
Filed 2017-05-12 | 68 holdings | $74.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cabot Corp(CBT) | COM | 127055101 | $37.2K | 620,137 | 0.1% |
| Cognex Corp(CGNX) | COM | 192422103 | $37.4K | 445,190 | 0.1% |
| Teledyne Technologies Inc(TDY) | COM | 879360105 | $40.7K | 321,809 | 0.1% |
| Waste Connections Inc(WCN) | COM | 94106B101 | $43.2K | 489,311 | 0.1% |
| Helen of Troy Corp LTD(HELE) | COM | G4388N106 | $49.1K | 520,961 | 0.1% |
| Cardtronics PLC | SHS CL A | G1991C105 | $55.3K | 1,183,006 | 0.1% |
| Graco Inc(GGG) | COM | 384109104 | $56.8K | 602,986 | 0.1% |
| Woodward Inc(WWD) | COM | 980745103 | $56.8K | 836,047 | 0.1% |
| RBC Bearings Inc(RBC) | COM | 75524B104 | $64.0K | 659,586 | 0.1% |
| UGI Corp New(UGI) | COM | 902681105 | $73.6K | 1,489,077 | 0.1% |
| Idex Corp(IEX) | COM | 45167R104 | $74.6K | 797,313 | 0.1% |
| Entegris Inc(ENTG) | COM | 29362U104 | $79.5K | 3,397,019 | 0.1% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $82.5K | 1,099,484 | 0.1% |
| Ingredion Inc(INGR) | COM | 457187102 | $82.8K | 687,402 | 0.1% |
| KAR Auction Svcs Inc(OPLN) | COM | 48238T109 | $90.8K | 2,078,278 | 0.1% |
| Copart Inc(CPRT) | COM | 217204106 | $99.3K | 1,603,443 | 0.1% |
| Autozone Inc(AZO) | COM | 053332102 | $3.9M | 5,347 | 5.2% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $68.5M | 1,231,985 | 92.3% |