Q1 2019 Holdings
Filed 2019-05-15 | 11 holdings | $27.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Brightview Hldgs Inc(BV) | COM | 10948C107 | $14.4M | 1,000,000 | 53.2% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $12.5M | 106,100 | 46.1% |
| Fair Isaac Corp(FICO) | COM | 303250104 | $35.3K | 130,000 | 0.1% |
| Eagle Materials Inc(EXP) | COM | 26969P108 | $28.4K | 336,500 | 0.1% |
| Wabco Hldgs Inc(WBC1EUR) | COM | 92927K102 | $26.0K | 197,000 | 0.1% |
| PGT Innovations Inc(PGTIUSD) | COM | 69336V101 | $19.2K | 1,386,400 | 0.1% |
| Trex Co Inc(TREX) | COM | 89531P105 | $16.5K | 268,000 | 0.1% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $15.0K | 87,700 | 0.1% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $12.0K | 291,500 | 0.0% |
| Columbia Sportswear Co(COLM) | COM | 198516106 | $11.7K | 112,500 | 0.0% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $9.4K | 24,300 | 0.0% |