Q1 2019 Holdings
Filed 2019-05-09 | 8 holdings | $272.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Oracle Corp(ORCL) | COM | 68389X105 | $46.4K | 864,617 | 17.0% |
| Transunion(TRU) | COM | 89400J107 | $43.1K | 644,415 | 15.8% |
| Black Knight Inc(BKIEUR) | COM | 09215C105 | $34.7K | 637,219 | 12.7% |
| Ebay Inc(EBAY) | COM | 278642103 | $33.4K | 899,497 | 12.2% |
| Perspecta Inc(PRSP) | COM | 715347100 | $32.0K | 1,583,584 | 11.7% |
| Fair Isaac Corp(FICO) | COM | 303250104 | $31.0K | 114,169 | 11.4% |
| Danaher Corp del(DHR) | COM | 235851102 | $27.0K | 204,595 | 9.9% |
| Procter and Gamble Co(PG) | COM | 742718109 | $25.2K | 242,450 | 9.2% |