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 | ✓ | Forest City Realty Trust- A | 株式-その他 | 9.32% | — | +21.10% | |
| 2 | FICO | Fair Isaac CORP | 株式-IT | 8.52% | -3.70% | EXIT | |
| 3 | WDAY | Workday Inc-class A | 株式-IT | 7.89% | -5.15% | EXIT | |
| 4 | CLGX | Corelogic INC | 株式-その他 | 7.68% | — | -4.51% | |
| 5 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 7.39% | -0.47% | EXIT | |
| 6 | JELD | Jeld-wen Holding INC | 株式-その他 | 7.31% | — | +40.12% | |
| 7 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 7.17% | — | +0.30% | |
| 8 | SPSC | Sps Commerce INC | 株式-IT | 7.10% | — | +5.94% | |
| 9 | 7SU | Summit Materials INC -cl A | 株式-その他 | 6.86% | — | — | |
| 10 | SERVUSD | Servicemaster Global Holding | 株式-その他 | 6.61% | — | -21.86% | |
| 11 | ✓ | Envision Healthcare Corp | 株式-その他 | 6.53% | — | -0.42% | |
| 12 | ZAYOEUR | Zayo Group Holdings INC | 株式-その他 | 5.47% | — | — | |
| 13 | APD | Air Products & Chemicals INC | 株式-素材 | 5.46% | — | -27.02% | |
| 14 | HRI | Herc Holdings INC | 株式-その他 | 3.55% | — | -42.52% | |
| 15 | CDK | Cdk Global INC | 株式-その他 | 3.13% | — | -59.53% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | JELD | Jeld-wen Holding INC | +2.7% | +40.12% | 増加 |
| 2 | ✓ | Forest City Realty Trust- A | +2.3% | +21.10% | 増加 |
| 3 | WDAY | Workday Inc-class A | +1.5% | +9.67% | 増加 |
| 4 | FICO | Fair Isaac CORP | +1.4% | +14.93% | 増加 |
| 5 | LW | Lamb Weston Holdings INC | +0.7% | +0.30% | 増加 |
| 6 | CHTR | Charter Communications Inc-a | +0.6% | -2.22% | 減少 |
| 7 | CLGX | Corelogic INC | +0.4% | -4.51% | 減少 |
| 8 | SPSC | Sps Commerce INC | -0.2% | +5.94% | 増加 |
| 9 | SERVUSD | Servicemaster Global Holding | -0.3% | -21.86% | 減少 |
| 10 | HRI | Herc Holdings INC | -1.2% | -42.52% | 減少 |
| 11 | APD | Air Products & Chemicals INC | -1.4% | -27.02% | 減少 |
| 12 | ✓ | Envision Healthcare Corp | -2.3% | -0.42% | 減少 |
| 13 | CDK | Cdk Global INC | -4.3% | -59.53% | 減少 |
| 14 | 7SU | Summit Materials INC -cl A | — | NEW | 新規購入 |
| 15 | PYPL | Paypal Holdings INC | — | EXIT | 全売却 |
| 16 | DLTR | Dollar Tree INC | — | EXIT | 全売却 |
| 17 | ZAYOEUR | Zayo Group Holdings INC | — | NEW | 新規購入 |