Q3 2018 Holdings
Filed 2018-11-06 | 41 holdings | $420.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nuance Communications Inc | CS | 67020Y100 | $35.2K | 2,034,396 | 8.4% |
| LKQ Corp(LKQ) | CS | 501889208 | $34.5K | 1,088,343 | 8.2% |
| Knight Swift Transn Hldgs Inc(KNX) | CS | 499049104 | $34.4K | 998,660 | 8.2% |
| Fedex Corp(FDX) | CS | 31428X106 | $30.7K | 127,438 | 7.3% |
| Progressive Corp Ohio(PGR) | CS | 743315103 | $29.3K | 413,049 | 7.0% |
| Dollar GEN Corp New(DG) | CS | 256677105 | $28.9K | 264,593 | 6.9% |
| Pinnacle Finl Partners Inc | CS | 72346Q104 | $27.0K | 449,484 | 6.4% |
| Thor Inds Inc(THO) | CS | 885160101 | $25.3K | 302,783 | 6.0% |
| Clean Harbors Inc(CLH) | CS | 184496107 | $25.2K | 351,971 | 6.0% |
| First Data Corp New(FDC) | CS | 32008D106 | $23.2K | 950,048 | 5.5% |
| Patterson UTI Energy Inc(PTEN) | CS | 703481101 | $21.2K | 1,240,315 | 5.0% |
| Graphic Packaging Hldg Co(GPK) | CS | 388689101 | $16.7K | 1,193,577 | 4.0% |
| Intl Paper Co(IP) | CS | 460146103 | $12.3K | 250,686 | 2.9% |
| Centerstate BKS FLA Inc(CSFLUSD) | CS | 15201P109 | $11.7K | 416,907 | 2.8% |
| Nexstar Broadcasting Group I(NXST) | CS | 65336K103 | $10.6K | 130,528 | 2.5% |
| Marten Trans LTD(MRTN) | CS | 573075108 | $10.3K | 488,344 | 2.4% |
| Werner Enterprises Inc(WERN) | CS | 950755108 | $8.9K | 251,332 | 2.1% |
| Republic Svcs Inc(RSG) | CS | 760759100 | $7.7K | 105,864 | 1.8% |
| Casella Waste SYS Inc(CWST) | CS | 147448104 | $7.4K | 238,407 | 1.8% |
| Genesee and WYO Inc | CS | 371559105 | $5.0K | 54,937 | 1.2% |
| First Amern Finl Corp(FAF) | CS | 31847R102 | $4.8K | 93,130 | 1.1% |
| Plantronics Inc New | CS | 727493108 | $4.5K | 74,360 | 1.1% |
| Covenant Trans Inc(CVLG) | CS | 22284P105 | $3.4K | 117,161 | 0.8% |
| Kirby Corp(KEX) | CS | 497266106 | $2.2K | 26,403 | 0.5% |