Q4 2019 Holdings
Filed 2020-02-14 | 7 holdings | $13.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Darling Ingredients Inc(DAR) | COM | 237266101 | $13.7M | 487,485 | 99.3% |
| Edison Intl(EIX) | COM | 281020107 | $25.1K | 332,969 | 0.2% |
| Orion Engineered Carbons S A(OEC) | COM | L72967109 | $24.7K | 1,280,727 | 0.2% |
| Instructure Inc | COM | 45781U103 | $17.4K | 361,069 | 0.1% |
| Livongo Health Inc(LVGO) | COM | 539183103 | $16.5K | 660,062 | 0.1% |
| MR Cooper Group Inc(07WA) | COM | 62482R107 | $11.6K | 925,100 | 0.1% |
| TPI Composites Inc(TPICQ) | COM | 87266J104 | $7.2K | 389,820 | 0.1% |