Q2 2019 Holdings
Filed 2019-07-31 | 10 holdings | $30.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $30.1M | 701,100 | 99.2% |
| Transunion(TRU) | COM | 89400J107 | $55.0K | 748,415 | 0.2% |
| Oracle Corp(ORCL) | COM | 68389X105 | $35.6K | 624,647 | 0.1% |
| Ebay Inc(EBAY) | COM | 278642103 | $35.3K | 892,847 | 0.1% |
| Perspecta Inc(PRSP) | COM | 715347100 | $31.2K | 1,333,367 | 0.1% |
| IAA Inc COM(IAA-WUSD) | COM | 449253103 | $28.1K | 723,800 | 0.1% |
| Dupont de Nemours Inc(DD) | COM | 26614N102 | $25.7K | 341,855 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $18.8K | 171,500 | 0.1% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $12.3K | 76,230 | 0.0% |
| Black Knight Inc(BKIEUR) | COM | 09215C105 | $11.2K | 186,759 | 0.0% |