Q2 2018 Holdings
Filed 2018-08-14 | 9 holdings | $162.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| NRG Energy Inc(NRG) | COM NEW | 629377508 | $32.0K | 1,041,800 | 19.7% |
| Fortive Corp(FTV) | COM | 34959J108 | $27.8K | 360,822 | 17.2% |
| Ball Corp(BALL) | COM | 058498106 | $27.2K | 765,266 | 16.8% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $20.6K | 96,000 | 12.7% |
| Avery Dennison Corp(AVY) | COM | 053611109 | $16.7K | 163,393 | 10.3% |
| Granite Constr Inc(GVA) | COM | 387328107 | $15.4K | 277,450 | 9.5% |
| Brinks Co(BCO) | COM | 109696104 | $14.0K | 175,512 | 8.6% |
| Euronav NV Antwerpen(CMBT) | SHS | B38564108 | $4.3K | 468,076 | 2.6% |
| DHT Holdings Inc(DHT) | SHS NEW | Y2065G121 | $4.2K | 885,611 | 2.6% |