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Signition LP

Q1 2018 Holdings

Filed 2018-05-14 | 135 holdings | $82.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Biogen Inc. CMN(BIIB)COM09062X103$7.1M26,0068.7%
Cbre Group, Inc. CMN Class A(CBRE)COM12504L109$3.8M80,9224.7%
Ebay Inc. CMN(EBAY)COM278642103$3.6M88,2414.3%
Boston Scientific Corp. Common Stock(BSX)COM101137107$3.0M111,1333.7%
Vertex Pharmaceuticals Incorporated CMN(VRTX)COM92532F100$2.9M17,5073.5%
Mohawk Industries Inc Common Stock(MHK)COM608190104$2.6M11,3473.2%
Wellcare Health Plans Inc CMNCOM94946T106$2.4M12,4322.9%
Adobe Systems Inc CMN(ADBE)COM00724F101$2.4M11,0262.9%
Laboratory Corporation of America Holdings CMNCOM50540R409$2.2M13,8262.7%
US Foods Holding Corp. CMN(USFD)COM912008109$2.2M68,0972.7%
Etrade Financial Corporation CMN(ETRA)COM269246401$2.1M38,1302.6%
Skechers USA Inc Cl-A CMN Class A(SKAA)COM830566105$1.9M49,8752.4%
Fiserv, Inc. CMN(FISV)COM337738108$1.5M21,6521.9%
Quanta Services Inc CMN(PWR)COM74762E102$1.3M37,2401.6%
Blackhawk Network Holdings,inc CMNCOM09238E104$1.3M28,3021.5%
FTI Consulting, Inc. CMN(FCN)COM302941109$930.0K19,2041.1%
Comerica Incorporated CMN(CMA)COM200340107$885.0K9,2291.1%
Occidental Petroleum Corp CMN(OXY)COM674599105$878.0K13,5141.1%
Librty Intractve Corp QVC GRP Interactive CMN Class ACOM53071M104$848.0K33,7051.0%
Centene Corporation CMN(CNC)COM15135B101$846.0K7,9201.0%
Arthur J Gallagher & Co CMN(AJG)COM363576109$832.0K12,1051.0%
Arris Intl PLC CMNCOMG0551A103$812.0K30,5771.0%
Ingevity Corporation CMN(NGVT)COM45688C107$797.0K10,8171.0%
Atlas AIR Worldwide Holdings CMN(AAWWUSD)COM049164205$759.0K12,5590.9%
Carnival Corporation CMN(CCL)COM143658300$665.0K10,1450.8%
Capital One Financial Corp CMN(COF)COM14040H105$663.0K6,9240.8%
Conagra Brands Inc CMN(CAG)COM205887102$630.0K17,0890.8%
Kinder Morgan Inc CMN Class P(KMI)COM49456B101$609.0K40,4690.7%
East West Bancorp Inc CMN(EWBC)COM27579R104$602.0K9,6300.7%
Honeywell Intl Inc CMN(HON)COM438516106$593.0K4,1010.7%
American Water Works Co, Inc. CMN(AWK)COM030420103$589.0K7,1720.7%
BB&T Corporation CMN(BBTUSD)COM054937107$587.0K11,2800.7%
D.R. Horton, Inc. CMN(DHI)COM23331A109$566.0K12,9060.7%
Prologis Inc CMN(PLD)COM74340W103$534.0K8,4810.7%
PNC Financial Services Group, Inc., the CMN(PNC)COM693475105$529.0K3,4990.6%
Douglas Emmett Inc. CMN(DEI)COM25960P109$508.0K13,8170.6%
Cintas Corporation CMN(CTAS)COM172908105$498.0K2,9200.6%
Packaging Corp of America Common Stock(PKG)COM695156109$482.0K4,2800.6%
The Progressive Corporation CMN(PGR)COM743315103$464.0K7,6080.6%
Ameren Corporation CMN(AEE)COM023608102$448.0K7,9050.5%
TE Connectivity LTD CMN(TEL)COMH84989104$443.0K4,4330.5%
Accenture PLC CMN(ACN)COMG1151C101$442.0K2,8800.5%
Lear Corporation CMN(LEA)COM521865204$432.0K2,3200.5%
Amdocs Limited Ordinary Shares(DOX)COMG02602103$430.0K6,4450.5%
Western Alliance Bancorp CMN(WAL)COM957638109$421.0K7,2460.5%
Fedex Corp CMN(FDX)COM31428X106$420.0K1,7490.5%
Walgreens Boots Alliance, Inc. CMN(WBA)COM931427108$414.0K6,3300.5%
Jacobs Engineering GRP CMN(JECUSD)COM469814107$408.0K6,8970.5%
Eaton Corp PLC CMN(ETN)COMG29183103$399.0K4,9960.5%
Huntington Bancshares Incorporated CMN(HBAN)COM446150104$381.0K25,2010.5%
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