Q4 2016 Holdings
Filed 2017-02-14 | 6 holdings | $162.6K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2017-02-14) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lamb Weston Hldgs(LW) | COM | 513272104 | $36.9K | 976,000 | 22.7% |
| Autoliv Inc(ALV) | COM | 052800109 | $36.2K | 320,000 | 22.3% |
| Ansys Inc(AKX) | COM | 03662Q105 | $32.7K | 354,000 | 20.1% |
| Danaher Corp del(DHR) | COM | 235851102 | $26.1K | 335,000 | 16.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $16.5K | 309,000 | 10.2% |
| Valvoline Inc(VVV) | COM | 92047W101 | $14.1K | 654,000 | 8.6% |