Q3 2017 Holdings
Filed 2017-11-14 | 13 holdings | $256.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tableau Software Inc(DATA) | CL A | 87336U105 | $44.7K | 597,234 | 17.5% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $33.6K | 826,263 | 13.1% |
| Acuity Brands Inc(AYI) | COM | 00508Y102 | $29.5K | 172,091 | 11.5% |
| Tenaris S A(TS) | SPONSORED ADR | 88031M109 | $28.3K | 998,647 | 11.0% |
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $22.8K | 1,564,308 | 8.9% |
| Vista Outdoor Inc(VSTOEUR) | COM | 928377100 | $22.0K | 958,394 | 8.6% |
| Ensco PLC | SHS CLASS A | G3157S106 | $18.1K | 3,038,700 | 7.1% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $16.0K | 713,910 | 6.2% |
| Transocean LTD(RIG) | REG SHS | H8817H100 | $10.8K | 1,000,208 | 4.2% |
| Intrepid Potash Inc | COM | 46121Y102 | $8.9K | 2,051,526 | 3.5% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $8.9K | 137,446 | 3.5% |
| Sportsmans Whse Hldgs Inc(SPWH) | COM | 84920Y106 | $8.0K | 1,768,956 | 3.1% |
| Diamond Offshore Drilling in(DOEUR) | COM | 25271C102 | $4.6K | 315,290 | 1.8% |