Q3 2020 Holdings
Filed 2020-10-29 | 154 holdings | $2.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $243.0K | 6,353 | 11.2% |
| Arrow Electrs Inc(ARW) | COM | 042735100 | $258.0K | 3,283 | 11.9% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $277.0K | 10,669 | 12.8% |
| Cummins Inc(CMI) | COM | 231021106 | $453.0K | 2,143 | 20.9% |