Q1 2018 Holdings
Filed 2018-05-15 | 20 holdings | $194.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $17.9K | 88,308 | 9.2% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $17.5K | 57,137 | 9.0% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $14.7K | 144,124 | 7.6% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $14.1K | 148,380 | 7.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $13.4K | 9,260 | 6.9% |
| Atkore Intl Group Inc(ATKR) | COM | 047649108 | $10.7K | 540,151 | 5.5% |
| Expedia Group Inc(EXPE) | COM NEW | 30212P303 | $9.3K | 84,266 | 4.8% |
| Black Knight Inc(BKIEUR) | COM | 09215C105 | $9.2K | 194,887 | 4.7% |
| Emerald Expositions Events I(EEXEUR) | COM | 29103B100 | $9.0K | 460,228 | 4.6% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $8.8K | 43,955 | 4.6% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $8.7K | 152,430 | 4.5% |
| Analog Devices Inc(ADI) | COM | 032654105 | $8.6K | 93,909 | 4.4% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $8.1K | 3,884 | 4.2% |
| Gartner Inc(IT) | COM | 366651107 | $7.6K | 64,536 | 3.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $7.4K | 7,161 | 3.8% |
| SLM Corp(SLM) | COM | 78442P106 | $7.3K | 648,148 | 3.7% |
| Epam SYS Inc(EPAM) | COM | 29414B104 | $6.7K | 58,690 | 3.5% |
| Jack in the BOX Inc(JACK) | COM | 466367109 | $5.5K | 64,650 | 2.8% |
| Knight Swift Transn Hldgs in(KNX) | CL A | 499049104 | $5.2K | 112,156 | 2.7% |
| Uniti Group Inc | COM | 91325V108 | $4.4K | 271,880 | 2.3% |