Q1 2019 Holdings
Filed 2019-05-14 | 22 holdings | $71.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| General MLS Inc(GIS) | COM | 370334104 | $4.9K | 95,000 | 6.9% |
| Tyson Foods Inc(TSN) | CL A | 902494103 | $4.9K | 70,000 | 6.8% |
| Trimble Inc(TRMB) | COM | 896239100 | $4.5K | 112,595 | 6.4% |
| Starbucks Corp(SBUX) | COM | 855244109 | $4.5K | 60,990 | 6.4% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $4.5K | 45,000 | 6.4% |
| Deere & Co(DE) | COM | 244199105 | $4.5K | 28,151 | 6.3% |
| Compass Minerals Intl Inc(CMP) | COM | 20451N101 | $4.2K | 77,000 | 5.9% |
| Nutrien LTD(NTR) | COM | 67077M108 | $4.0K | 75,065 | 5.6% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $3.9K | 39,409 | 5.4% |
| Post Hldgs Inc(POST) | COM | 737446104 | $3.8K | 35,000 | 5.4% |
| Elanco Animal Health Inc(ELAN) | COM | 28414H103 | $3.5K | 108,300 | 4.9% |
| Green Plains Partners LP | COM REP PTR IN | 393221106 | $3.2K | 199,995 | 4.5% |
| Texas Roadhouse Inc(TXRH) | COM | 882681109 | $2.9K | 46,915 | 4.1% |
| Mosaic Co New(MOS) | COM | 61945C103 | $2.6K | 95,000 | 3.7% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $2.5K | 23,462 | 3.5% |
| BJS Restaurants Inc(BJRI) | COM | 09180C106 | $2.4K | 50,000 | 3.3% |
| Lithia Mtrs Inc(LAD) | CL A | 536797103 | $2.3K | 25,000 | 3.3% |
| Bunge Limited(BG) | COM | G16962105 | $2.2K | 42,349 | 3.2% |
| Freshpet Inc(FRPT) | COM | 358039105 | $1.7K | 40,000 | 2.4% |
| Calavo Growers Inc(CVGW) | COM | 128246105 | $1.7K | 20,000 | 2.4% |
| Primo WTR Corp | COM | 74165N105 | $1.6K | 103,269 | 2.2% |
| Oragenics Inc | COM PAR | 684023302 | $780 | 1,333,333 | 1.1% |