Q2 2017 Holdings
Filed 2017-08-14 | 21 holdings | $359.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $41.0K | 2,903,770 | 11.4% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $38.1K | 621,284 | 10.6% |
| Tenaris S A(TS) | SPONSORED ADR | 88031M109 | $32.3K | 1,038,347 | 9.0% |
| Acuity Brands Inc(AYI) | COM | 00508Y102 | $27.6K | 135,898 | 7.7% |
| Monsanto Co New | COM | 61166W101 | $23.0K | 194,000 | 6.4% |
| Vista Outdoor Inc(VSTOEUR) | COM | 928377100 | $22.4K | 996,994 | 6.2% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $19.6K | 699,600 | 5.4% |
| Open Text Corp(OTEX) | COM | 683715106 | $19.2K | 607,340 | 5.3% |
| Ensco PLC | SHS CLASS A | G3157S106 | $16.4K | 3,172,900 | 4.6% |
| Under Armour Inc(UA) | CL C | 904311206 | $15.8K | 782,597 | 4.4% |
| Nutri SYS Inc NewPut | COM | 67069D108 | $13.0K | 250,000 | 3.6% |
| Snap on Inc(SNA)Put | COM | 833034101 | $12.6K | 80,000 | 3.5% |
| Sportsmans Whse Hldgs Inc(SPWH) | COM | 84920Y106 | $12.1K | 2,245,158 | 3.4% |
| Dicks Sporting Goods Inc(DKS) | COM | 253393102 | $11.9K | 298,000 | 3.3% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $11.8K | 124,731 | 3.3% |
| Syntel Inc | COM | 87162H103 | $11.3K | 669,149 | 3.2% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $9.5K | 122,300 | 2.7% |
| Transocean LTD(RIG) | REG SHS | H8817H100 | $8.6K | 1,040,208 | 2.4% |
| Intrepid Potash Inc | COM | 46121Y102 | $4.8K | 2,140,766 | 1.3% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $4.7K | 132,700 | 1.3% |
| Diamond Offshore Drilling in(DOEUR) | COM | 25271C102 | $3.6K | 331,000 | 1.0% |