Q2 2020 Holdings
Filed 2020-08-13 | 9 holdings | $185.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PPD Inc | COM | 69355F102 | $36.2K | 1,350,190 | 19.5% |
| LKQ Corp(LKQ) | COM | 501889208 | $31.8K | 1,214,352 | 17.2% |
| Wendys Co(WEN) | COM | 95058W100 | $24.2K | 1,111,412 | 13.1% |
| Elanco Animal Health Inc(ELAN) | COM | 28414H103 | $20.7K | 963,100 | 11.1% |
| Shake Shack Inc(SHAK) | CL A | 819047101 | $18.1K | 342,100 | 9.8% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $17.8K | 325,000 | 9.6% |
| Anaplan Inc(PLANUSD) | COM | 03272L108 | $15.3K | 338,400 | 8.3% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $14.0K | 1,150,424 | 7.5% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $7.3K | 103,627 | 3.9% |