Q4 2019 Holdings
Filed 2020-02-12 | 12 holdings | $226.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Insperity Inc(NSP) | COM | 45778Q107 | $31.8K | 369,146 | 14.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $29.6K | 829,952 | 13.1% |
| Square Inc(XYZ) | CL A | 852234103 | $28.0K | 448,300 | 12.4% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $24.3K | 284,432 | 10.7% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $23.5K | 346,499 | 10.4% |
| Fair Isaac Corp(FICO) | COM | 303250104 | $16.4K | 43,658 | 7.2% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $15.9K | 345,758 | 7.0% |
| Univar Solutions Inc(UNVREUR) | COM | 91336L107 | $15.8K | 652,291 | 7.0% |
| Wabtec Corp(WAB) | COM | 929740108 | $14.3K | 184,000 | 6.3% |
| Motorola Solutions Inc(MSI) | COM NEW | 620076307 | $13.4K | 82,900 | 5.9% |
| Alcon Inc(ALC) | ORD SHS | H01301128 | $10.2K | 179,800 | 4.5% |
| GS Acquisition Hldgs Corp | COM CL A | 36255F102 | $3.6K | 324,500 | 1.6% |