Q3 2019 Holdings
Filed 2019-11-13 | 32 holdings | $199.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Gardner Denver Hldgs Inc(GDI1EUR) | COM | 36555P107 | $13.6K | 480,074 | 6.8% |
| CNH Indl N V(CNH) | SHS | N20944109 | $13.6K | 1,336,963 | 6.8% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $13.6K | 99,261 | 6.8% |
| L3 Technologies Inc | COM | 502413107 | $13.5K | 64,658 | 6.8% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $12.7K | 74,823 | 6.3% |
| Parker Hannifin Corp(PH) | COM | 701094104 | $11.2K | 61,787 | 5.6% |
| ITT Inc(ITT) | COM | 45073V108 | $10.9K | 178,720 | 5.5% |
| Ingersoll-Rand PLC(IR) | SHS | G47791101 | $9.9K | 80,140 | 4.9% |
| Boeing Co(BA) | COM | 097023105 | $9.5K | 24,916 | 4.7% |
| United Rentals Inc(URI) | COM | 911363109 | $8.3K | 66,763 | 4.2% |
| Westrock Co(WRKUSD) | COM | 96145D105 | $7.1K | 195,222 | 3.6% |
| Werner Enterprises Inc(WERN) | COM | 950755108 | $7.1K | 200,078 | 3.5% |
| Dupont de Nemours Inc(DD) | COM | 26614N102 | $7.0K | 98,303 | 3.5% |
| Axalta Coating SYS LTD(AXTA) | COM | G0750C108 | $5.6K | 187,241 | 2.8% |
| Borgwarner Inc(BWA) | COM | 099724106 | $5.6K | 152,070 | 2.8% |
| Delta AIR Lines Inc del(DAL) | COM NEW | 247361702 | $5.5K | 94,768 | 2.7% |
| Textron Inc(TXT) | COM | 883203101 | $5.4K | 110,912 | 2.7% |
| International Flavors&fragra(IFF) | COM | 459506101 | $4.2K | 34,216 | 2.1% |
| DOW Inc(DOW) | COM | 260557103 | $4.2K | 88,009 | 2.1% |
| Timken Co(TKR) | COM | 887389104 | $4.1K | 94,301 | 2.1% |
| Raytheon Co(RTN1USD) | COM NEW | 755111507 | $2.9K | 14,712 | 1.4% |
| General Mtrs Co(GM) | COM | 37045V100 | $2.8K | 75,984 | 1.4% |
| Oshkosh Corp(OSK) | COM | 688239201 | $2.7K | 36,234 | 1.4% |
| Smith A O Corp(AOS) | COM | 831865209 | $2.7K | 57,222 | 1.4% |
| Meritor INV(MTOR) | COM | 59001K100 | $2.7K | 146,588 | 1.4% |
| Rexnord Corp New | COM NEW | 76169B102 | $2.7K | 98,688 | 1.3% |
| Grace W R & Co del New | COM | 38388F108 | $2.6K | 39,416 | 1.3% |
| Carlisle COS Inc(CSL) | COM | 142339100 | $2.6K | 17,888 | 1.3% |
| Ashland Global Hldgs in(ASH) | COM | 044186104 | $1.5K | 18,979 | 0.7% |
| Sensient Technologies Corp(SXT) | COM | 81725T100 | $1.4K | 20,563 | 0.7% |
| Nvent Electric PLC(NVT) | SHS | G6700G107 | $1.3K | 60,547 | 0.7% |
| Daqo New Energy Corp(DQ) | SPNSRD ADR NEW | 23703Q203 | $1.3K | 28,532 | 0.7% |