Q4 2017 Holdings
Filed 2018-01-30 | 20 holdings | $160.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $13.8K | 71,860 | 8.6% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $13.5K | 125,420 | 8.4% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $13.1K | 47,715 | 8.1% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $11.8K | 128,390 | 7.3% |
| Epam SYS Inc(EPAM) | COM | 29414B104 | $11.4K | 105,690 | 7.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $9.7K | 8,300 | 6.0% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $8.1K | 43,092 | 5.0% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $7.7K | 64,060 | 4.8% |
| Analog Devices Inc(ADI) | COM | 032654105 | $7.2K | 81,010 | 4.5% |
| Gartner Inc(IT) | COM | 366651107 | $6.9K | 55,670 | 4.3% |
| Black Knight Inc(BKIEUR) | COM | 09215C105 | $6.6K | 150,000 | 4.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $6.5K | 6,180 | 4.0% |
| Atkore Intl Group Inc(ATKR) | COM | 047649108 | $6.4K | 299,570 | 4.0% |
| Jack in the BOX Inc(JACK) | COM | 466367109 | $6.3K | 64,650 | 3.9% |
| SLM Corp(SLM) | COM | 78442P106 | $6.3K | 559,110 | 3.9% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $5.9K | 96,320 | 3.7% |
| Priceline GRP Inc | COM NEW | 741503403 | $5.8K | 3,346 | 3.6% |
| Emerald Expositions Events I(EEXEUR) | COM | 29103B100 | $5.4K | 265,208 | 3.4% |
| Uniti Group Inc | COM | 91325V108 | $4.3K | 243,770 | 2.7% |
| Knight Swift Transn Hldgs in(KNX) | CL A | 499049104 | $4.2K | 96,746 | 2.6% |