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Cerebellum GP, LLC

Q4 2019 Holdings

Filed 2020-01-16 | 420 holdings | $11.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Boston Scientific Ord Shs(BSX)COM101137107$573.0K12,6765.1%
Crocs Ord Shs(CROX)COM227046109$569.0K13,5925.0%
Cisco Systems Ord Shs(CSCO)COM17275R102$567.0K11,8275.0%
AutoDesk Ord Shs(ADSK)COM052769106$558.0K3,0444.9%
Arrow Electronics Ord Shs(ARW)COM042735100$557.0K6,5774.9%
Cadence Design Systems Ord Shs(CDNS)COM127387108$557.0K8,0294.9%
Cbre Group Ord Shs Class A(CBRE)COM12504L109$556.0K9,0654.9%
Constellation Brands Ord Shs Class A(STZ)COM21036P108$554.0K2,9204.9%
Curtiss Wright Ord Shs(CW)COM231561101$551.0K3,9144.9%
Caci International Ord Shs Class A(CACI)COM127190304$549.0K2,1954.8%
Ally Financial Ord Shs(ALLY)COM02005N100$548.0K17,9324.8%
Crown Holdings Ord Shs(CCK)COM228368106$548.0K7,5534.8%
Costco Wholesale Ord Shs(COST)COM22160K105$530.0K1,8034.7%
D R Horton Ord Shs(DHI)COM23331A109$529.0K10,0204.7%
CarGurus Ord Shs Class A(CARG)COM141788109$521.0K14,8124.6%
Darden Restaurants Ord Shs(DRI)COM237194105$518.0K4,7534.6%
Consolidated Edison Ord Shs(ED)COM209115104$502.0K5,5504.4%
Altice USA Ord Shs Class A(OPTU)COM02156K103$495.0K18,1064.4%
Children's Place Ord Shs(PLCE)COM168905107$407.0K6,5143.6%
Alaska Air Group Ord Shs(ALK)COM011659109$322.0K4,7472.8%
Bright Horizons Family Solutions Ord Shs(BFAM)COM109194100$221.0K1,4712.0%
AMC Networks Class A Ord Shs(AMCX)COM00164V103$210.0K5,3291.9%
Dana Incorporated Ord Shs(DAN)COM235825205$140.0K7,6741.2%
Autonation Ord Shs(AN)COM05329W102$32.0K6580.3%
Blackberry Limited(BB)COM09228F103$30.0K4,6760.3%
Centennial Resource Development Ord Shs Class A(CDEVEUR)COM15136A102$588127,2320.0%
NiSource Ord Shs(NI)COM65473P105$58721,0810.0%
Verisk Analytics Ord Shs(VRSK)COM92345Y106$5853,9200.0%
ITT Ord Shs(ITT)COM45073V108$5827,8770.0%
EQM Midstream Partners UnitsCOM26885B100$58219,4430.0%
Wyndham Destinations Ord ShsCOM98310W108$58011,2130.0%
MetLife Ord Shs(MET)COM59156R108$57911,3510.0%
Hilton Worldwide Holdings Ord Shs(HLT)COM43300A203$5785,2110.0%
Kinder Morgan Ord Shs(KMI)COM49456B101$57827,3170.0%
Lowe's Companies Ord Shs(LOW)COM548661107$5774,8180.0%
HP Ord Shs(HPQ)COM40434L105$57728,0740.0%
Stanley Black & Decker Ord Shs(SWK)COM854502101$5763,4730.0%
PPL Ord Shs(PPL)COM69351T106$57616,0430.0%
Salesforce.com Ord Shs(CRM)COM79466L302$5763,5390.0%
Pinnacle West Ord Shs(PNW)COM723484101$5766,4080.0%
Trimble Navigation Ord Shs(TRMB)COM896239100$57613,8200.0%
FirstEnergy Ord Shs(FE)COM337932107$57611,8430.0%
Cigna Ord Shs(CI)COM125523100$5762,8160.0%
Deere Ord Shs(DE)COM244199105$5753,3190.0%
Acacia Communications Ord Shs(ACIA)COM00401C108$5758,4850.0%
MGM Resorts International Ord Shs(MGM)COM552953101$57517,2860.0%
Fortune Brands Home And Security Ord Shs(FBIN)COM34964C106$5758,8040.0%
Eastman Chemical Ord Shs(EMN)COM277432100$5757,2560.0%
TE Connectivity Ord Shs(TEL)COMH84989104$5745,9890.0%
Starbucks Ord Shs(SBUX)COM855244109$5746,5310.0%
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