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Valeo Financial Advisors, LLC

Q3 2018 Holdings

Filed 2018-11-01 | 1873 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Yext Inc COM(YEXT)Stock98585N106$1310.0%
Stag Indl Inc COM(STAG)REIT85254J102$1480.0%
Renewable Energy Group Inc COM NewStock75972A301$1420.0%
Constellium NV CL A(CSTM)StockN22035104$1650.0%
Safe Bulkers Inc COM(SB)StockY7388L103$12420.0%
Eagle Bancorp Inc MD COM(EGBN)Stock268948106$1150.0%
Reliance Steel & Aluminum(RS)Stock759509102$1140.0%
Piper Jaffray COS(PIPR)Stock724078100$1150.0%
Dorian LPG LTD SHS USD(LPG)StockY2106R110$11080.0%
DHT Holdings Inc SHS New(DHT)StockY2065G121$11840.0%
Penumbra Inc COM(PEN)Stock70975L107$190.0%
Empire ST Rlty TR Inc CL A(ESRT)REIT292104106$1340.0%
Universal Hlth Svcs(UHS)Stock913903100$1110.0%
PBF Energy Inc CL A(PBF)Stock69318G106$1150.0%
PDF Solutions Inc COM(PDFS)Stock693282105$11270.0%
Sonoco Prods Co COM(SON)Stock835495102$1250.0%
Wageworks Inc COM(WAGE)Stock930427109$1240.0%
Social Cap Hedosophia Hldgs Co CL AStockG8250R103$11000.0%
Black Hills Corp COM(BKH)Stock092113109$1170.0%
Volt Information Sciences Inc COMStock928703107$11480.0%
Vocera Communications Inc COMStock92857F107$1330.0%
BlackRock RES & Commodities Strategytr SHS(BCX)CEF09257A108$11030.0%
Boise Cascade Co del COM(BCC)Stock09739D100$1390.0%
JDS Uniphase Corp(VIAV)Stock925550105$1730.0%
Vanguard S&P 500 Growth ETF(VOOG)ETF921932505$180.0%
BOX Inc CL A(BOX)Stock10316T104$1400.0%
Mallinckrodt PUB LTD Co SHSStockG5785G107$1510.0%
Broadridge FIN SOL(BR)Stock11133T103$1110.0%
BP Prudhoe BAY Royalty TR(BMI)Stock055630107$1320.0%
Tivo Corp COMStock88870P106$1610.0%
Livanova PLC SHS(LIVN)StockG5509L101$190.0%
Tennant Co COM(TNC)Stock880345103$1190.0%
Telus Corp COM(TU)Stock87971M103$1280.0%
Tech Data Corp COMStock878237106$190.0%
Tegna Inc COM(TGNA)Stock87901J105$1950.0%
Taubman Centers Inc(TCO)REIT876664103$1200.0%
Silverbow RES Inc COM(SBOWEUR)Stock82836G102$1240.0%
Shutterstock Inc COM(SSTK)Stock825690100$1210.0%
Sequans Communications S A Sponsored ADSADR817323108$11,0000.0%
Signet Group New ADR F Sponsored ADR(SIG)StockG81276100$1100.0%
Balchem Corp COM(BCPC)Stock057665200$1120.0%
Hudson LTD COM CL AStockG46408103$1490.0%
Cardtronics PLC SHS CL AStockG1991C105$1190.0%
Atlantica Yield PLC SHS(ALDA)StockG0751N103$1420.0%
Athene Hldg LTD CL AStockG0684D107$1120.0%
Ambarella Inc SHS(AMBA)StockG037AX101$1250.0%
Wellcare Health Plans Inc COMStock94946T106$150.0%
Watsco Inc COM(WSO)Stock942622200$160.0%
Beigene LTD Sponsored ADR(ONC)ADR07725L102$160.0%
Waste Connections Inc(WCN)Stock94106B101$1150.0%
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