Q4 2017 Holdings
Filed 2018-02-13 | 35 holdings | $12.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Clean Harbors Inc(CLH) | CS | 184496107 | $12.1M | 223,709 | 96.9% |
| LKQ Corp(LKQ) | CS | 501889208 | $44.4K | 1,092,652 | 0.4% |
| Dycom Inds Inc(DY) | CS | 267475101 | $40.7K | 365,287 | 0.3% |
| Dollar GEN Corp New(DG) | CS | 256677105 | $33.1K | 355,352 | 0.3% |
| Fedex Corp(FDX) | CS | 31428X106 | $32.5K | 130,375 | 0.3% |
| Thor Inds Inc(THO) | CS | 885160101 | $32.4K | 215,060 | 0.3% |
| Nuance Communications Inc | CS | 67020Y100 | $31.6K | 1,934,188 | 0.3% |
| Mobile Mini Inc | CS | 60740F105 | $27.1K | 786,397 | 0.2% |
| Envision Healthcare Corp COM | CS | 29414D100 | $26.7K | 772,999 | 0.2% |
| Apple Inc COM(AAPL) | CS | 037833100 | $24.7K | 146,096 | 0.2% |
| Progressive Corp Ohio(PGR) | CS | 743315103 | $17.0K | 301,591 | 0.1% |
| Knight Swift Transn Hldgs Inc(KNX) | CS | 499049104 | $16.5K | 378,111 | 0.1% |
| Centerstate BKS FLA Inc(CSFLUSD) | CS | 15201P109 | $14.2K | 550,994 | 0.1% |
| Zoetis Inc(ZTS) | CS | 98978V103 | $13.2K | 183,595 | 0.1% |
| Marten Trans LTD(MRTN) | CS | 573075108 | $11.2K | 554,077 | 0.1% |
| Steris PLC(STE) | CS | G84720104 | $8.9K | 101,941 | 0.1% |
| DST SYS Inc del | CS | 233326107 | $6.8K | 110,263 | 0.1% |
| Core Mark Holding Co Inc(CORE) | CS | 218681104 | $2.1K | 67,138 | 0.0% |
| HUB Group Inc(HUBG) | CS | 443320106 | $2.1K | 43,031 | 0.0% |
| USA Truck Inc | CS | 902925106 | $1.0K | 57,179 | 0.0% |