Q1 2017 Holdings
Filed 2017-05-15 | 205 holdings | $36.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $1.0M | 29,900 | 2.8% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $1.8M | 30,000 | 4.9% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $1.8M | 100,000 | 4.9% |
| Carmax Inc(KMX) | COM | 143130102 | $14.8M | 250,000 | 40.4% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $16.2M | 100,000 | 44.2% |