Q1 2020 Holdings
Filed 2020-05-07 | 62 holdings | $12.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Xperi Corporation | com | 98421B100 | $4.1K | 298,200 | 0.0% |
| Huntsman Corporation(HUN) | com | 447011107 | $4.6K | 320,500 | 0.0% |
| Compass Minerals International(CMP) | com | 20451N101 | $4.7K | 122,200 | 0.0% |
| WestRock Company(WRKUSD) | com | 96145D105 | $5.1K | 181,600 | 0.0% |
| Sprouts Farmers Market, Inc.(SFM) | com | 85208M102 | $5.9K | 319,200 | 0.0% |
| Summit Materials, Inc.(7SU) | com | 86614U100 | $6.4K | 427,066 | 0.1% |
| Verint Systems Inc.(VTY) | com | 92343X100 | $6.9K | 160,900 | 0.1% |
| Belden Inc.(BDC) | com | 077454106 | $8.1K | 223,499 | 0.1% |
| Arrow Electronics Inc(ARW) | com | 042735100 | $1.2M | 23,800 | 10.0% |
| AngioDynamics, Inc.(ANGO) | com | 03475V101 | $1.3M | 127,100 | 10.8% |
| Accuray Incorporated(ARAY) | com | 004397105 | $2.7M | 1,399,900 | 21.6% |
| Calix, Inc.(CALX) | com | 13100M509 | $7.0M | 984,800 | 56.6% |