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Sciencast Management LP

Q1 2019 Holdings

Filed 2019-04-15 | 344 holdings | $3.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Penn National Gaming Inc(PENN)A707569109$36717,7120.0%
Perspecta Inc(PRSP)A715347100$36716,8000.0%
Commvault Systems Inc(CVLT)A204166102$3685,8000.0%
Wyndham Hotels & Resorts Inc(WH)A98311A105$3787,2000.0%
CVB Financial Corp(CVBF)A126600105$37817,7000.0%
Onemain Holdings Inc(OMF)A68268W103$38011,5000.0%
Wayfair Inc(W)A94419L101$3812,6000.0%
Royal Caribbean Cruises LTD(RCL)AV7780T103$3833,3000.0%
Mcdonald's Corp(MCD)A580135101$3842,0290.0%
Allscripts Healthcare Soluti(MDRX)A01988P108$38539,8000.0%
Viacom Inc(VIAB)B92553P201$38613,0000.0%
Paypal Holdings Inc(PYPL)A70450Y103$3903,6500.0%
Louisiana-Pacific Corp(LPX)A546347105$39115,6000.0%
WPX Energy IncA98212B103$39329,0000.0%
Sherwin-Williams Co(SHW)A824348106$3958900.0%
Agnico Eagle Mines LTD(AEM)A008474108$3959,1000.0%
Nutanix Inc(NTNX)A67059N108$39710,1000.0%
Universal Display Corp(OLED)A91347P105$3992,4010.0%
Herman Miller Inc(MLKN)A600544100$39911,0000.0%
Forescout Technologies Inc(FSCTEUR)A34553D101$3999,6350.0%
Copart Inc(CPRT)A217204106$3996,1900.0%
Integer Holdings Corp(ITGR)A45826H109$4055,3000.0%
Monolithic Power Systems Inc(MPWR)A609839105$4102,8010.0%
Supernus Pharmaceuticals Inc(SUPN)A868459108$41410,7000.0%
Assured Guaranty LTD(AGO)AG0585R106$4159,2000.0%
First Horizon National Corp(FHN)A320517105$41628,5000.0%
Bancorpsouth BankA05971J102$41714,2000.0%
Cadence Design SYS Inc(CDNS)A127387108$4196,4930.0%
JPMorgan Chase & Co(JPM)A46625H100$4204,0000.0%
Johnson & Johnson(JNJ)A478160104$4223,1130.0%
Allergan PLCAG0177J108$4222,8320.0%
Campbell Soup Co(CPB)A134429109$42410,7420.0%
Portland General Electric Co(POR)A736508847$4258,3000.0%
Ingevity Corp(NGVT)A45688C107$4273,7500.0%
Docusign Inc(DOCU)A256163106$4308,0000.0%
National Oilwell Varco Inc(NOVEUR)A637071101$44015,7000.0%
American Financial Group Inc(AFG)A025932104$4424,6000.0%
CNH Industrial NV(CNH)AN20944109$44441,0000.0%
Legg Mason Inc(LMEUR)A524901105$44514,6000.0%
US Foods Holding Corp(USFD)A912008109$44812,8000.0%
Fiat Chrysler Automobiles NVAN31738102$44828,7000.0%
Allegheny Technologies Inc(ATI)A01741R102$45416,8620.0%
Columbia Sportswear Co(COLM)A198516106$4574,5000.0%
WEX Inc(WEX)A96208T104$4582,3000.0%
Chart Industries Inc(GTLS)A16115Q308$4595,3000.0%
Helen of Troy LTD(HELE)AG4388N106$4644,0500.0%
Ulta Beauty Inc(ULTA)A90384S303$4641,3250.0%
Belmond LTDAG1154H107$47318,9520.0%
Alcoa Corp(AA)A013872106$48216,4750.0%
Zions Bancorp NA(ZION)A989701107$48210,1780.0%
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