Q1 2017 Holdings
Filed 2017-05-15 | 53 holdings | $42.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Inc(DHI) | COM | 23331A109 | $8.8M | 263,598 | 20.7% |
| Callaway Golf Co(CALY) | COM | 131193104 | $12.7M | 1,147,720 | 29.9% |
| Axcelis Technologies Inc(ACLS) | COM NEW | 054540208 | $13.6M | 724,363 | 32.1% |