Q3 2019 Holdings
Filed 2019-11-08 | 7 holdings | $222.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| IAA Inc COM(IAA-WUSD) | COM | 449253103 | $50.6K | 1,211,780 | 22.7% |
| Ebay Inc(EBAY) | COM | 278642103 | $43.5K | 1,114,847 | 19.5% |
| Perspecta Inc(PRSP) | COM | 715347100 | $32.9K | 1,258,967 | 14.8% |
| Dupont de Nemours Inc(DD) | COM | 26614N102 | $30.6K | 428,855 | 13.7% |
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $26.8K | 368,650 | 12.0% |
| Transunion(TRU) | COM | 89400J107 | $26.7K | 329,315 | 12.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $11.5K | 209,747 | 5.2% |