Q4 2017 Holdings
Filed 2018-02-12 | 10 holdings | $157.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| NRG Energy Inc(NRG) | COM NEW | 629377508 | $24.0K | 843,400 | 15.3% |
| Ball Corp(BALL) | COM | 058498106 | $22.9K | 604,266 | 14.5% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $21.4K | 77,600 | 13.6% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $18.8K | 85,025 | 12.0% |
| Flir SYS Inc(FLIR) | COM | 302445101 | $17.2K | 369,652 | 11.0% |
| Knight Swift Transn Hldgs in(KNX) | CL A | 499049104 | $12.7K | 291,361 | 8.1% |
| Brinks Co(BCO) | COM | 109696104 | $11.6K | 148,009 | 7.4% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $11.4K | 27,816 | 7.3% |
| Siteone Landscape Supply Inc(SITE) | COM | 82982L103 | $8.6K | 111,587 | 5.4% |
| Fortive Corp(FTV) | COM | 34959J108 | $8.5K | 117,722 | 5.4% |