Q4 2017 Holdings
Filed 2018-02-14 | 18 holdings | $254.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ally Finl Inc(ALLY) | COM | 02005N100 | $65.3M | 2,239,972 | 25.7% |
| Camping World Hldgs Inc(CWH) | CL A | 13462K109 | $59.5M | 1,330,982 | 23.4% |
| D R Horton Inc(DHI) | COM | 23331A109 | $51.2M | 1,002,616 | 20.2% |
| Autodesk Inc(ADSK) | COM | 052769106 | $39.8M | 380,015 | 15.7% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $37.6M | 2,073,941 | 14.8% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $94.9K | 1,036,057 | 0.0% |
| Broadcom LTD(AVGO) | SHS | Y09827109 | $63.1K | 245,573 | 0.0% |
| Hyatt Hotels Corp(H) | COM CL A | 448579102 | $59.7K | 812,123 | 0.0% |
| MGM Growth Pptys LLC(MGP) | CL A COM | 55303A105 | $52.2K | 1,789,075 | 0.0% |
| Adamas Pharmaceuticals Inc(ADMSEUR) | COM | 00548A106 | $43.0K | 1,270,123 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $40.6K | 284,561 | 0.0% |
| Madison Square Garden Co New(MSGS) | CL A | 55825T103 | $36.5K | 172,990 | 0.0% |
| DXC Technology Co(DXC) | COM | 23355L106 | $35.6K | 375,484 | 0.0% |
| Adient PLC(ADNT) | ORD SHS | G0084W101 | $32.5K | 413,226 | 0.0% |
| Flex LTD(FLEX) | ORD | Y2573F102 | $19.8K | 1,098,526 | 0.0% |
| Inphi Corp(IPHI) | COM | 45772F107 | $13.9K | 380,881 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $9.7K | 235,453 | 0.0% |
| Travelport Worldwide LTD | SHS | G9019D104 | $8.8K | 672,404 | 0.0% |