CIK: 0001663900
Total reported value
$591.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Markit LTD Cmn | Stock-Other | 9.12% | — | — | |
| 2 | SWK | Stanley Black & Decker INC | Stock-Industrials | 8.27% | +0.14% | — | |
| 3 | CDW | Cdw Corp/de | Stock-Tech | 8.10% | +3.08% | — | |
| 4 | ✓ | Stock-Other | 7.57% | — | — | ||
| 5 | EBAY | Ebay INC | Stock-Consumer Disc | 6.82% | — | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.10% | — | — | |
| 7 | ST | Sensata Technologies Holding plc | Stock-Tech | 5.88% | — | — | |
| 8 | PPG | Ppg Industries INC | Stock-Materials | 5.84% | — | — | |
| 9 | AZO | Autozone INC | Stock-Consumer Disc | 5.66% | — | — | |
| 10 | PYPL | Paypal Holdings INC | Stock-Financials | 4.91% | — | — | |
| 11 | FIS | Fidelity National Info Serv | Stock-Tech | 4.74% | +4.35% | NEW | |
| 12 | DG | Dollar General CORP | Stock-Consumer Staples | 4.29% | — | — | |
| 13 | WBS | Webster Financial CORP | Stock-Financials | 4.27% | — | — | |
| 14 | SABR | Sabre CORP | Stock-Tech | 3.98% | — | — | |
| 15 | TNET | Trinet Group INC | Stock-Other | 3.03% | — | — | |
| 16 | BIDU | Baidu INC - Spon Adr | Stock-Comm Services | 3.02% | — | — | |
| 17 | ✓ | Cbs CORP New | Stock-Other | 2.91% | — | — | |
| 18 | SHW | Sherwin-williams Co/the | Stock-Materials | 2.36% | — | — | |
| 19 | EWG | Ishares Msci Germany ETF | ETF-Other | 2.12% | — | — | |
| 20 | MTCHEUR | Match Group INC | Stock-Other | 1.01% | — | — |