Q1 2017 Holdings
Filed 2017-05-11 | 8 holdings | $175.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lamb Weston Hldgs(LW) | COM | 513272104 | $33.3K | 787,000 | 19.0% |
| Ansys Inc(AKX) | COM | 03662Q105 | $32.5K | 302,000 | 18.5% |
| Varex Imaging Corp(VREX) | COM | 92214X106 | $26.5K | 784,340 | 15.1% |
| Ebay Inc(EBAY) | COM | 278642103 | $20.0K | 591,200 | 11.4% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $19.3K | 359,000 | 11.0% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $17.0K | 588,700 | 9.7% |
| Valvoline Inc(VVV) | COM | 92047W101 | $16.2K | 654,000 | 9.2% |
| GCP Applied Technologies Inc(GCPEUR) | COM | 36164Y101 | $10.7K | 325,000 | 6.1% |