Q3 2019 Holdings
Filed 2019-11-13 | 8 holdings | $161.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| L3harris Technologies Inc(LHX) | COM | 502431109 | $27.6K | 132,400 | 17.1% |
| LKQ Corp(LKQ) | COM | 501889208 | $26.0K | 828,152 | 16.1% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $21.8K | 524,683 | 13.5% |
| Equifax Inc(EFX) | COM | 294429105 | $21.1K | 150,070 | 13.0% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $20.5K | 311,299 | 12.7% |
| Vonage Hldgs Corp | COM | 92886T201 | $17.1K | 1,514,154 | 10.6% |
| Motorola Solutions Inc(MSI) | COM NEW | 620076307 | $14.3K | 83,900 | 8.8% |
| Univar Solutions Inc(UNVREUR) | COM | 91336L107 | $13.3K | 639,480 | 8.2% |