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Cerebellum GP, LLC

Q1 2019 Holdings

Filed 2019-05-21 | 432 holdings | $6.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Darden Restaurants Ord Shs(DRI)COM237194105$344.0K2,8365.7%
Adobe System Ord Shs(ADBE)COM00724F101$339.0K1,2725.6%
Boston Scientific Ord Shs(BSX)COM101137107$339.0K8,8345.6%
Conduent Ord Shs(CNDT)COM206787103$339.0K24,5435.6%
Ally Financial Ord Shs(ALLY)COM02005N100$337.0K12,2545.6%
AutoDesk Ord Shs(ADSK)COM052769106$336.0K2,1555.6%
Cummins Ord Shs(CMI)COM231021106$336.0K2,1315.6%
Ciena Ord Shs(CIEN)COM171779309$332.0K8,9005.5%
Crown Holdings Ord Shs(CCK)COM228368106$331.0K6,0625.5%
Dana Incorporated Ord Shs(DAN)COM235825205$329.0K18,5535.5%
Cbre Group Ord Shs Class A(CBRE)COM12504L109$327.0K6,6145.4%
Altice USA Ord Shs Class A(OPTU)COM02156K103$325.0K15,1145.4%
ConocoPhillips Ord Shs(COP)COM20825C104$325.0K4,8655.4%
Arrow Electronics Ord Shs(ARW)COM042735100$324.0K4,2115.4%
Curtiss Wright Ord Shs(CW)COM231561101$300.0K2,6495.0%
Chegg Ord Shs(CHGG)COM163092109$288.0K7,5524.8%
Centene Ord Shs(CNC)COM15135B101$267.0K5,0364.4%
Blackberry Limited(BB)COM09228F103$191.0K18,9433.2%
DXC Technology Ord Shs(DXC)COM23355L106$123.0K1,9142.0%
Applied Optoelectronics Ord Shs(AAOI)COM03823U102$72.0K5,8651.2%
Antero Resources Ord Shs(AR)COM03674X106$23.0K2,5960.4%
Bemis Ord ShsCOM081437105$3536,3690.0%
West Pharmaceutical Services Ord Shs(WST)COM955306105$3513,1880.0%
Enterprise Products Partners Units(EPD)COM293792107$35112,0690.0%
Delta Air Lines Ord Shs(DAL)COM247361702$3506,7840.0%
Colgate-Palmolive Ord Shs(CL)COM194162103$3505,1010.0%
Walgreen Boots Alliance Ord Shs(WBA)COM931427108$3495,5120.0%
Tyson Foods Ord Shs Class A(TSN)COM902494103$3485,0110.0%
Ametek Ord Shs(AME)COM031100100$3484,2000.0%
Stryker Ord Shs(SYK)COM863667101$3481,7620.0%
TCF Financial Ord ShsCOM872275102$34816,8210.0%
United Technologies Ord Shs(UTXZ)COM913017109$3482,7010.0%
WPX Energy Ord ShsCOM98212B103$34826,5110.0%
Bloomin' Brands Ord Shs(BLMN)COM094235108$34817,0110.0%
Vulcan Materials Ord Shs(VMC)COM929160109$3472,9340.0%
Ryder System Ord Shs(R)COM783549108$3475,6020.0%
Linde Plc(LIN)COMG5494J103$3471,9740.0%
Teck Resources Ltd on NYS(TECK)COM878742204$34714,9790.0%
Emerson Electric Ord Shs(EMR)COM291011104$3465,0490.0%
Ralph Lauren Ord Shs Class A(RL)COM751212101$3462,6700.0%
Exelon Ord Shs(EXC)COM30161N101$3466,9030.0%
Honeywell International Ord Shs(HON)COM438516106$3462,1750.0%
Yum Brands Ord Shs(YUM)COM988498101$3453,4610.0%
Dollar Tree Ord Shs(DLTR)COM256746108$3453,2820.0%
Home Depot Ord Shs(HD)COM437076102$3451,7990.0%
Starbucks Ord Shs(SBUX)COM855244109$3454,6470.0%
Archer Daniels Midland Ord Shs(ADM)COM039483102$3458,0070.0%
Comcast Ord Shs Class A(CMCSA)COM20030N101$3448,6030.0%
Caterpillar Ord Shs(CAT)COM149123101$3442,5400.0%
Dover Ord Shs(DOV)COM260003108$3443,6720.0%
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