Q1 2018 Holdings
Filed 2018-05-15 | 16 holdings | $274.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ally Finl Inc(ALLY) | COM | 02005N100 | $75.4M | 2,776,474 | 27.5% |
| D R Horton Inc(DHI) | COM | 23331A109 | $61.5M | 1,402,981 | 22.5% |
| Camping World Hldgs Inc(CWH) | CL A | 13462K109 | $55.4M | 1,716,661 | 20.2% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $44.2M | 2,554,751 | 16.1% |
| Autodesk Inc(ADSK) | COM | 052769106 | $37.1M | 295,125 | 13.5% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $82.2K | 807,782 | 0.0% |
| Avaya Hldgs Corp(AVYAUSD) | COM | 05351X101 | $59.0K | 2,634,695 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $50.4K | 346,490 | 0.0% |
| MGM Growth Pptys LLC(MGP) | CL A COM | 55303A105 | $48.1K | 1,811,518 | 0.0% |
| DXC Technology Co(DXC) | COM | 23355L106 | $42.2K | 419,545 | 0.0% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $38.5K | 578,840 | 0.0% |
| Broadcom LTD(AVGO) | SHS | Y09827109 | $37.6K | 159,735 | 0.0% |
| Flex LTD(FLEX) | ORD | Y2573F102 | $36.3K | 2,222,079 | 0.0% |
| Adamas Pharmaceuticals Inc(ADMSEUR) | COM | 00548A106 | $22.6K | 947,006 | 0.0% |
| Orion Engineered Carbons S A(OEC) | COM | L72967109 | $22.1K | 814,408 | 0.0% |
| Expedia Group Inc(EXPE) | COM NEW | 30212P303 | $19.5K | 176,229 | 0.0% |