Q3 2017 Holdings
Filed 2017-11-13 | 6 holdings | $168.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $43.6K | 936,000 | 25.9% |
| Varex Imaging Corp(VREX) | COM | 92214X106 | $27.9K | 824,312 | 16.6% |
| Ansys Inc(AKX) | COM | 03662Q105 | $27.5K | 226,000 | 16.4% |
| Danaher Corp del(DHR) | COM | 235851102 | $26.1K | 307,000 | 15.5% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $26.0K | 670,000 | 15.5% |
| GCP Applied Technologies Inc(GCPEUR) | COM | 36164Y101 | $17.0K | 557,000 | 10.1% |