Q2 2019 Holdings
Filed 2019-08-13 | 11 holdings | $188.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Elanco Animal Health Inc(ELAN) | COM | 28414H103 | $27.9K | 825,683 | 14.8% |
| Axalta Coating SYS LTD(AXTA) | COM | G0750C108 | $23.5K | 790,467 | 12.5% |
| Equifax Inc(EFX) | COM | 294429105 | $21.8K | 161,100 | 11.6% |
| IAA Inc(IAA-WUSD) | COM | 449253103 | $19.4K | 500,000 | 10.3% |
| Vonage Hldgs Corp | COM | 92886T201 | $16.6K | 1,469,154 | 8.8% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $16.4K | 233,499 | 8.7% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $15.3K | 409,583 | 8.1% |
| Univar Inc(UNVREUR) | COM | 91336L107 | $14.6K | 663,380 | 7.8% |
| Papa Johns Intl Inc(PZZA) | COM | 698813102 | $13.9K | 311,890 | 7.4% |
| Conagra Brands Inc(CAG) | COM | 205887102 | $11.4K | 429,461 | 6.0% |
| Fair Isaac Corp(FICO) | COM | 303250104 | $7.7K | 24,458 | 4.1% |