Q4 2018 Holdings
Filed 2019-02-13 | 9 holdings | $111.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zayo Group Hldgs Inc | COM | 98919V105 | $29.1K | 1,274,261 | 26.2% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $26.4K | 193,857 | 23.7% |
| Playa Hotels & Resorts NV | SHS | N70544106 | $21.3K | 2,957,262 | 19.1% |
| Wyndham Hotels & Resorts Inc(WH) | COM | 98311A105 | $12.6K | 277,389 | 11.3% |
| Equinix Inc(EQIX) | COM PAR $0.001 | 29444U700 | $9.6K | 27,207 | 8.6% |
| Versum Matls Inc | COM | 92532W103 | $3.7K | 133,177 | 3.3% |
| Kansas City Southern | COM NEW | 485170302 | $3.6K | 38,230 | 3.3% |
| Kla-Tencor Corp(KLAC) | COM | 482480100 | $3.6K | 40,623 | 3.3% |
| Schneider National Inc(SNDR) | CL B | 80689H102 | $1.3K | 67,670 | 1.1% |