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Cerebellum GP, LLC

Q2 2019 Holdings

Filed 2019-07-19 | 416 holdings | $5.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Curtiss Wright Ord Shs(CW)COM231561101$375.0K2,9496.6%
Dana Incorporated Ord Shs(DAN)COM235825205$375.0K18,8296.6%
DXC Technology Ord Shs(DXC)COM23355L106$370.0K6,7126.5%
Crown Holdings Ord Shs(CCK)COM228368106$367.0K6,0106.5%
Cummins Ord Shs(CMI)COM231021106$365.0K2,1296.4%
ConocoPhillips Ord Shs(COP)COM20825C104$345.0K5,6566.1%
Consolidated Edison Ord Shs(ED)COM209115104$345.0K3,9356.1%
Ciena Ord Shs(CIEN)COM171779309$342.0K8,3136.0%
Altice USA Ord Shs Class A(OPTU)COM02156K103$342.0K14,0386.0%
Antero Resources Ord Shs(AR)COM03674X106$342.0K61,8506.0%
Cbre Group Ord Shs Class A(CBRE)COM12504L109$339.0K6,6146.0%
D R Horton Ord Shs(DHI)COM23331A109$332.0K7,6995.9%
American Airlines Group Ord Shs(AAL)COM02376R102$319.0K9,7965.6%
AutoDesk Ord Shs(ADSK)COM052769106$307.0K1,8855.4%
Align Technology Ord Shs(ALGN)COM016255101$255.0K9314.5%
Arrow Electronics Ord Shs(ARW)COM042735100$187.0K2,6293.3%
Blackberry Limited(BB)COM09228F103$141.0K18,9432.5%
Cadence Design Systems Ord Shs(CDNS)COM127387108$94.0K1,3221.7%
PBF Energy Ord Shs Class A(PBF)COM69318G106$38012,1360.0%
Schlumberger Ord Shs(SLB)COM806857108$3759,4240.0%
EnCana Ord ShsCOM292505104$37272,4560.0%
Mosaic Ord Shs(MOS)COM61945C103$37114,8390.0%
Valero Energy Ord Shs(VLO)COM91913Y100$3714,3330.0%
Transunion(TRU)COM89400J107$3695,0150.0%
Ryder System Ord Shs(R)COM783549108$3686,3180.0%
Applied Material Ord Shs(AMAT)COM038222105$3688,2050.0%
West Pharmaceutical Services Ord Shs(WST)COM955306105$3682,9390.0%
Wynn Resorts Ord Shs(WYNN)COM983134107$3682,9640.0%
Ball Ord Shs(BALL)COM058498106$3685,2570.0%
DropBox Ord Shs Class A(DBX)COM26210C104$36714,6650.0%
Estee Lauder Ord Shs Class A(EL)COM518439104$3672,0030.0%
HollyFrontier Ord Shs(HFCUSD)COM436106108$3667,9170.0%
United Technologies Ord Shs(UTXZ)COM913017109$3662,8130.0%
Berry Global Group Ord Shs(BERYEUR)COM08579W103$3666,9600.0%
Beacon Roofing Supply Ord Shs(BECNUSD)COM073685109$3659,9430.0%
Steel Dynamics Ord Shs(STLD)COM858119100$36512,0740.0%
Waste Connections Ord Shs(WCN)COM94106B101$3653,8160.0%
Royal Caribbean Cruises Ord Shs(RCL)COMV7780T103$3653,0120.0%
McKesson Ord Shs(MCK)COM58155Q103$3652,7150.0%
EOG Resources Ord Shs(EOG)COM26875P101$3643,9100.0%
WPX Energy Ord ShsCOM98212B103$36431,6560.0%
Goodyear Tire & Rubber Ord Shs(GT)COM382550101$36423,8060.0%
Hilton Worldwide Holdings Ord Shs(HLT)COM43300A203$3643,7280.0%
Capital One Financial Ord Shs(COF)COM14040H105$3644,0080.0%
Acacia Communications Ord Shs(ACIA)COM00401C108$3647,7110.0%
SLM Ord Shs(SLM)COM78442P106$36337,3970.0%
ITT Ord Shs(ITT)COM45073V108$3635,5390.0%
Starbucks Ord Shs(SBUX)COM855244109$3624,3140.0%
McDonald's Ord Shs(MCD)COM580135101$3621,7420.0%
Nu Skin Enterprises Ord Shs Class A(NUS)COM67018T105$3627,3390.0%
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