Q4 2019 Holdings
Filed 2020-02-14 | 18 holdings | $3.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autozone Inc(AZO) | COM | 053332102 | $1.1M | 884 | 35.2% |
| AAR Corp(AIR) | COM | 000361105 | $993.0K | 22,028 | 33.2% |
| Adobe Inc(ADBE) | COM | 00724F101 | $930.0K | 2,820 | 31.1% |
| Spdr Index SHS FDS(FEZ) | EURO STOXX 50 | 78463X202 | $1.2K | 28,400 | 0.0% |
| Jabil Inc(JBL) | COM | 466313103 | $1.1K | 26,047 | 0.0% |
| Cintas Corp(CTAS) | COM | 172908105 | $993 | 3,692 | 0.0% |
| Zumiez Inc(ZUMZ) | COM | 989817101 | $804 | 23,282 | 0.0% |
| Polyone Corp | COM | 73179P106 | $787 | 21,402 | 0.0% |
| Calavo Growers Inc(CVGW) | COM | 128246105 | $777 | 8,575 | 0.0% |
| GPO Aeroportuario del PAC SA(G9N) | SPON ADR B | 400506101 | $773 | 6,520 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $760 | 10,255 | 0.0% |
| Winnebago Inds Inc(WGO) | COM | 974637100 | $759 | 14,333 | 0.0% |
| Conagra Brands Inc(CAG) | COM | 205887102 | $758 | 22,151 | 0.0% |
| Sanderson Farms Inc | COM | 800013104 | $755 | 4,282 | 0.0% |
| Formfactor Inc(FORM) | COM | 346375108 | $748 | 28,786 | 0.0% |
| Worthington Inds Inc(WOR) | COM | 981811102 | $728 | 17,257 | 0.0% |
| RH(RH) | COM | 74967X103 | $727 | 3,403 | 0.0% |
| Steelcase Inc(GJB) | CL A | 858155203 | $683 | 33,398 | 0.0% |