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Valeo Financial Advisors, LLC

Q1 2018 Holdings

Filed 2018-04-12 | 1600 holdings | $7.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
NCR Corp(VYX)Stock62886E108$1210.0%
Monro Inc COM(MNRO)Stock610236101$1260.0%
Empire ST Rlty TR Inc CL A(ESRT)REIT292104106$1340.0%
Energous Corp COMStock29272C103$1400.0%
Mindbody Inc COM CL AStock60255W105$1340.0%
Milacron Hldgs Corp COM(MCRN)Stock59870L106$1400.0%
Microsemi Corp COMStock595137100$1100.0%
Envision Healthcare Corp COMStock29414D100$1330.0%
Mednax Inc COM(MD)Stock58502B106$1200.0%
Esperion Therapeutics Inc New COM(ESPR)Stock29664W105$1120.0%
Maximus Inc COM(MMS)Stock577933104$1170.0%
Masonite Internationalcorporation(DOOREUR)Stock575385109$1160.0%
Exlservice Holdings Inc COM(EXLS)Stock302081104$1200.0%
MTS SYS Corp COM(MTSC)Stock553777103$1180.0%
MRC Global Inc COM(37M)Stock55345K103$1350.0%
Federal Realty Invst TR SH BEN INT New(FRTEUR)REIT313747206$170.0%
Financial Engines Inc COMStock317485100$1320.0%
First American Corp(FAF)Stock31847R102$1170.0%
Liberty Media Corp Delaware COM A Braves GRP(BATRAUSD)Stock531229706$1250.0%
Legg Mason Inc COM(LMEUR)Stock524901105$1330.0%
Knight Swift Transn Hldgs Inc CL A(KNX)Stock499049104$1230.0%
Kalvista Pharmaceuticals Inc COM(KALV)Stock483497103$11420.0%
Katy Industries Inc(KT)ADR48268K101$1980.0%
FOX Factory Hldg Corp COM(FOXF)Stock35138V102$1310.0%
Fresenius Medical Care AG(FMS)ADR358029106$1180.0%
Iron Mountain Inc(IRM)REIT46284V101$1450.0%
Invitation Homes Inc COM(INVH)REIT46187W107$1500.0%
Investors Bancorp Inc New COMStock46146L101$1600.0%
Gevo Inc COM PARStock374396307$12,0000.0%
International Flavors&fragranc COM(IFF)Stock459506101$170.0%
Global Payments Inc(GPN)Stock37940X102$170.0%
Integrated Device TechnologyStock458118106$1450.0%
Godaddy Inc CL A(GDDY)Stock380237107$1240.0%
Inphi Corp COM(IPHI)Stock45772F107$1300.0%
Goodyear Tire & Rubr Co COM(GT)Stock382550101$1390.0%
Imperva Inc COMStock45321L100$1190.0%
Gramercy Ppty TR COM NewREIT385002308$1330.0%
Greenhill & Co IncStock395259104$1590.0%
Gulfport Energy Corp COM NewStock402635304$11190.0%
Host Hotels & Resorts Inc COM(HST)REIT44107P104$1610.0%
Caci Intl Inc CL A(CACI)Stock127190304$150.0%
Balchem Corp COM(BCPC)Stock057665200$1120.0%
Albemarle Corp(ALB)Stock012653101$1100.0%
Ameren Corp(AEE)Stock023608102$1180.0%
American Assets TR Inc COM(AAT)REIT024013104$1210.0%
Bank of NT Butterfield&son LTD SHS New(NTB)StockG0772R208$1180.0%
Aramark COM(ARMK)Stock03852U106$1190.0%
American Homes 4 Rent REIT Class A(AMH)REIT02665T306$1330.0%
Anthera Pharmaceuticals Inc COM(ANTH)Stock03674U300$12,0320.0%
WIX COM LTD SHS(WIX)StockM98068105$1170.0%
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