CIK: 0001622093
申告総資産額
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| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Envision Healthcare Corp | 株式-その他 | 8.87% | — | -3.90% | |
| 2 | CDK | Cdk Global INC | 株式-その他 | 7.39% | — | +58.72% | |
| 3 | CLGX | Corelogic INC | 株式-その他 | 7.32% | — | — | |
| 4 | SPSC | Sps Commerce INC | 株式-IT | 7.31% | — | +27.00% | |
| 5 | FICO | Fair Isaac CORP | 株式-IT | 7.13% | -3.70% | EXIT | |
| 6 | ✓ | Forest City Realty Trust- A | 株式-その他 | 7.07% | — | +35.47% | |
| 7 | SERVUSD | Servicemaster Global Holding | 株式-その他 | 6.88% | — | +19.05% | |
| 8 | APD | Air Products & Chemicals INC | 株式-素材 | 6.86% | — | +39.97% | |
| 9 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 6.79% | -0.47% | EXIT | |
| 10 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 6.51% | — | +2.76% | |
| 11 | WDAY | Workday Inc-class A | 株式-IT | 6.42% | -5.15% | EXIT | |
| 12 | PYPL | Paypal Holdings INC | 株式-金融 | 6.08% | — | +3.19% | |
| 13 | DLTR | Dollar Tree INC | 株式-生活必需品 | 5.98% | — | +15.50% | |
| 14 | HRI | Herc Holdings INC | 株式-その他 | 4.79% | — | +77.83% | |
| 15 | JELD | Jeld-wen Holding INC | 株式-その他 | 4.62% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FICO | Fair Isaac CORP | +1.9% | +49.66% | 増加 |
| 2 | CDK | Cdk Global INC | +1.6% | +58.72% | 増加 |
| 3 | ✓ | Forest City Realty Trust- A | +1.5% | +35.47% | 増加 |
| 4 | APD | Air Products & Chemicals INC | +1.4% | +39.97% | 増加 |
| 5 | SPSC | Sps Commerce INC | +1% | +27.00% | 増加 |
| 6 | HRI | Herc Holdings INC | +0.8% | +77.83% | 増加 |
| 7 | PYPL | Paypal Holdings INC | +0.5% | +3.19% | 増加 |
| 8 | CHTR | Charter Communications Inc-a | -0.3% | +10.94% | 増加 |
| 9 | SERVUSD | Servicemaster Global Holding | -0.4% | +19.05% | 増加 |
| 10 | LW | Lamb Weston Holdings INC | -0.7% | +2.76% | 増加 |
| 11 | DLTR | Dollar Tree INC | -0.9% | +15.50% | 増加 |
| 12 | WDAY | Workday Inc-class A | -1.1% | -12.51% | 減少 |
| 13 | ✓ | Envision Healthcare Corp | -1.9% | -3.90% | 減少 |
| 14 | CLGX | Corelogic INC | — | NEW | 新規購入 |
| 15 | NEWREUR | New Relic INC | — | EXIT | 全売却 |
| 16 | JELD | Jeld-wen Holding INC | — | NEW | 新規購入 |
| 17 | CRI | Carter's INC | — | EXIT | 全売却 |
| 18 | FBIN | Fortune Brands Innovations I | — | EXIT | 全売却 |