Q4 2017 Holdings
Filed 2018-02-15 | 11 holdings | $8.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $7.6M | 23,370 | 90.2% |
| Liberty Interactive Corp | COM SER A | 53071M104 | $154.4K | 6,321,987 | 1.8% |
| CDW Corp(CDW) | COM | 12514G108 | $138.8K | 1,996,750 | 1.7% |
| Zebra Technologies Corp(ZBRA) | COM SER A | 989207105 | $132.4K | 1,275,980 | 1.6% |
| Liberty Interactive Corp | COM SER A | 53071M856 | $93.9K | 1,730,352 | 1.1% |
| Wesco Aircraft Hldgs Inc | COM | 950814103 | $75.3K | 10,173,818 | 0.9% |
| Iron MTN Inc(IRM) | COM | 46284V101 | $67.6K | 1,790,849 | 0.8% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $52.3K | 315,610 | 0.6% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $51.9K | 1,370,748 | 0.6% |
| L Brands Inc | COM | 501797104 | $45.3K | 752,200 | 0.5% |
| Maximus Inc(MMS) | COM | 577933104 | $10.7K | 148,849 | 0.1% |