Q2 2017 Holdings
Filed 2017-07-31 | 9 holdings | $21.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cars COM Inc(CARS) | COM | 14575E105 | $21.3M | 798,443 | 99.1% |
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $38.6K | 876,000 | 0.2% |
| Ansys Inc(AKX) | COM | 03662Q105 | $36.7K | 302,000 | 0.2% |
| Varex Imaging Corp(VREX) | COM | 92214X106 | $27.9K | 824,312 | 0.1% |
| Ebay Inc(EBAY) | COM | 278642103 | $27.7K | 794,509 | 0.1% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $20.9K | 579,488 | 0.1% |
| Danaher Corp del(DHR) | COM | 235851102 | $19.2K | 228,000 | 0.1% |
| GCP Applied Technologies Inc(GCPEUR) | COM | 36164Y101 | $17.0K | 557,000 | 0.1% |
| DXC Technology Co(DXC) | COM | 23355L106 | $14.0K | 183,083 | 0.1% |