CIK: 0001633703
Total reported value
$611.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FDX | Fedex CORP | Stock-Industrials | 12.02% | — | — | |
| 2 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 11.45% | — | — | |
| 3 | WBA | Walgreens Boots Alliance INC | Stock-Other | 10.46% | — | — | |
| 4 | AAP | Advance Auto Parts INC | Stock-Consumer Disc | 9.92% | — | — | |
| 5 | ADT | ADT Inc. | Stock-Industrials | 9.61% | — | — | |
| 6 | DY | Dycom Industries INC | Stock-Industrials | 8.50% | +0.06% | — | |
| 7 | LKQ | Lkq CORP | Stock-Consumer Disc | 8.49% | +0.18% | — | |
| 8 | MINIEUR | Mobile Mini INC | Stock-Other | 8.36% | — | — | |
| 9 | CLH | Clean Harbors INC | Stock-Industrials | 7.15% | +1.48% | — | |
| 10 | MRTN | Marten Transport LTD | Stock-Other | 3.87% | — | — | |
| 11 | WERN | Werner Enterprises INC | Stock-Other | 3.73% | — | — | |
| 12 | JBHT | Hunt (jb) Transprt Svcs INC | Stock-Industrials | 3.22% | — | — | |
| 13 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 2.53% | — | — | |
| 14 | CSFLUSD | Centerstate Bank CORP | Stock-Other | 0.41% | — | — | |
| 15 | BKEPUSD | Blueknight Energy Partners L | Stock-Other | 0.18% | — | — | |
| 16 | ✓ | Rand Logistics INC | Stock-Other | 0.10% | — | — |