Q1 2019 Holdings
Filed 2019-05-14 | 16 holdings | $96.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| US Concrete Inc(USCR) | COM | 90333L201 | $9.1K | 220,000 | 9.4% |
| Martin Marietta Materials(MLM) | COM | 573284106 | $8.0K | 40,000 | 8.3% |
| Summit Materials Inc(7SU) | CL A | 86614U100 | $7.9K | 500,200 | 8.2% |
| Echostar Corp(SATS) | CL A | 278768106 | $7.8K | 215,040 | 8.1% |
| WEX Inc(WEX) | COM | 96208T104 | $7.7K | 40,000 | 8.0% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $7.5K | 100,000 | 7.8% |
| Simply Good Foods Co(SMPL) | COM | 82900L102 | $7.2K | 350,000 | 7.5% |
| United Rentals, Inc.(URI) | COM | 911363109 | $7.1K | 62,000 | 7.3% |
| Caterpillar Inc(CAT) | COM | 149123101 | $5.4K | 40,000 | 5.6% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $5.1K | 30,000 | 5.3% |
| Health Select Equity(HQY) | COM | 42226A107 | $4.4K | 60,000 | 4.6% |
| Lear Corp(LEA) | COM | 521865204 | $4.3K | 32,000 | 4.5% |
| Ctrip.com International(CTRPUSD) | COM | 22943F100 | $4.2K | 95,000 | 4.3% |
| Tiffany & Co(TIFEUR) | COM | 886547108 | $3.7K | 35,000 | 3.8% |
| Quinnstreet, Inc.(QNST) | COM | 74874Q100 | $3.7K | 275,000 | 3.8% |
| ZTO Express Cayman Inc(ZTO) | COM | 98980A105 | $3.2K | 175,000 | 3.3% |