Q4 2017 Holdings
Filed 2018-02-07 | 13 holdings | $156.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Comerica Inc(CMA) | COM | 200340107 | $24.0K | 276,500 | 15.3% |
| Essent Group LTD(ESNT) | COM | G3198U102 | $16.4K | 378,600 | 10.5% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $15.4K | 80,000 | 9.8% |
| Black Knight Inc(BKIEUR) | COM | 09215C105 | $14.3K | 323,000 | 9.1% |
| Grupo Supervielle S A(SUPV) | SPONSORED ADR | 40054A108 | $13.2K | 450,000 | 8.4% |
| Athene Hldg LTD | CL A | G0684D107 | $12.9K | 248,703 | 8.2% |
| Signature BK New York N Y(SBNY) | COM | 82669G104 | $12.4K | 90,000 | 7.9% |
| Vantiv Inc | CL A | 92210H105 | $11.8K | 160,000 | 7.5% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $10.1K | 94,454 | 6.5% |
| BGC Partners Inc(BGCPEUR) | CL A | 05541T101 | $7.8K | 515,000 | 5.0% |
| National GEN Hldgs Corp | COM | 636220303 | $7.6K | 387,500 | 4.9% |
| SLM Corp(SLM) | COM | 78442P106 | $6.2K | 550,000 | 4.0% |
| Newmark Group Inc(NMRK) | CL A | 65158N102 | $4.5K | 285,714 | 2.9% |