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Cerebellum GP, LLC

Q3 2018 Holdings

Filed 2018-10-09 | 423 holdings | $2.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
ConocoPhillips Ord Shs(COP)COM20825C104$196.0K2,5347.8%
AutoDesk Ord Shs(ADSK)COM052769106$193.0K1,2347.7%
Adobe System Ord Shs(ADBE)COM00724F101$192.0K7127.7%
Conduent Ord Shs(CNDT)COM206787103$188.0K8,3287.5%
Darden Restaurants Ord Shs(DRI)COM237194105$186.0K1,6747.4%
Cbre Group Ord Shs Class A(CBRE)COM12504L109$185.0K4,2017.4%
Cisco Systems Ord Shs(CSCO)COM17275R102$183.0K3,7567.3%
Altice USA Ord Shs Class A(OPTU)COM02156K103$182.0K10,0207.3%
Cadence Design Systems Ord Shs(CDNS)COM127387108$182.0K4,0187.3%
Curtiss Wright Ord Shs(CW)COM231561101$182.0K1,3227.3%
Dana Incorporated Ord Shs(DAN)COM235825205$176.0K9,4537.0%
Arrow Electronics Ord Shs(ARW)COM042735100$168.0K2,2786.7%
DXC Technology Ord Shs(DXC)COM23355L106$152.0K1,6276.1%
Burlington Stores Ord Shs(BURL)COM122017106$73.0K4502.9%
Assurant Ord Shs(AIZ)COM04621X108$2001,8490.0%
Scana Ord ShsCOM80589M102$1975,0590.0%
Viacom Ord Shs Class B(VIAB)COM92553P201$1975,8500.0%
Yum China Holdings Ord Shs(YUMC)COM98850P109$1975,6110.0%
Electronic Arts Ord Shs(EA)COM285512109$1971,6330.0%
Lockheed Martin Ord Shs(LMT)COM539830109$1975700.0%
Broadcom Ord Shs(AVGO)COM11135F101$1967940.0%
Worldpay Ord Shs(WP)COM981558109$1961,9340.0%
O'Reilly Automotive Ord Shs(ORLY)COM67103H107$1965630.0%
CF Industries Holdings Ord Shs(CF)COM125269100$1953,5860.0%
Xilinx Ord Shs(XLNXEUR)COM983919101$1952,4280.0%
Honeywell International Ord Shs(HON)COM438516106$1951,1710.0%
lululemon athletica Ord Shs(LULU)COM550021109$1941,1930.0%
Caterpillar Ord Shs(CAT)COM149123101$1941,2730.0%
Discovery Communications Ord Shs Series C(DISCKUSD)COM25470F302$1946,5580.0%
LogMeIn Ord ShsCOM54142L109$1942,1740.0%
HCA Healthcare Ord Shs(HCA)COM40412C101$1941,3910.0%
Select Sector Health Care Select Sector Spdr ETF(XLV)ETF81369Y209$1932,0280.0%
Microsoft Ord Shs(MSFT)COM594918104$1931,6890.0%
Sinclair Broadcast Group Ord Shs Class A(2362120D)COM829226109$1936,7960.0%
Nabors Industries Ord Shs(NBR)COMG6359F103$19331,2930.0%
Canadian Pacific Railway Ltd on NYSCOM13645T100$1929070.0%
Advance Auto Parts Ord Shs(AAP)COM00751Y106$1921,1410.0%
ITT Ord Shs(ITT)COM45073V108$1923,1330.0%
Golar LNG Ord Shs(GLNG)COMG9456A100$1926,8980.0%
Twenty First Century Fox Ord Shs Class ACOM90130A101$1924,1370.0%
Servicemaster Global Holdings Ord ShsCOM81761R109$1923,1020.0%
Aetna Ord ShsCOM00817Y108$1929480.0%
Motorola Solutions Ord Shs(MSI)COM620076307$1921,4720.0%
Philip Morris International Ord Shs(PM)COM718172109$1922,3580.0%
Danaher Ord Shs(DHR)COM235851102$1921,7720.0%
UGI Ord Shs(UGI)COM902681105$1913,4480.0%
WPX Energy Ord ShsCOM98212B103$1919,4790.0%
Waste Connections Ord Shs(WCN)COM94106B101$1912,3900.0%
Wellcare Healthcare Plans Ord ShsCOM94946T106$1915960.0%
LivaNova Ord Shs(LIVN)COMG5509L101$1911,5440.0%
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