Q4 2017 Holdings
Filed 2018-02-12 | 6 holdings | $206.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Black Knight Inc(BKIEUR) | COM | 09215C105 | $53.7K | 1,186,527 | 26.0% |
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $43.3K | 748,000 | 21.0% |
| Varex Imaging Corp(VREX) | COM | 92214X106 | $35.2K | 854,000 | 17.1% |
| Grifols S A(GRFS) | SP ADR REP B NVT | 398438408 | $31.3K | 1,330,881 | 15.2% |
| Danaher Corp del(DHR) | COM | 235851102 | $23.8K | 249,900 | 11.5% |
| Oracle Corp(ORCL) | COM | 68389X105 | $18.9K | 391,000 | 9.2% |