CIK: 0001663900
申告総資産額
$5.9億
| # | 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 | ✓ | Travelport Worldwide LTD | 株式-その他 | 8.78% | — | +10.63% | |
| 2 | DLTR | Dollar Tree INC | 株式-生活必需品 | 7.58% | — | +66.61% | |
| 3 | FIS | Fidelity National Info Serv | 株式-IT | 6.75% | +4.35% | NEW | |
| 4 | USFD | US Foods Holding CORP | 株式-生活必需品 | 6.68% | — | -10.86% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 6.64% | — | +7.99% | |
| 6 | IHS | Ihs Markit LTD | 株式-その他 | 6.63% | — | -16.56% | |
| 7 | FDC | First Data Corp- Class A | 株式-その他 | 6.56% | — | +17.36% | |
| 8 | ARMK | Aramark | 株式-資本財 | 6.55% | +4.37% | -6.86% | |
| 9 | DOORUSD | Masonite International CORP | 株式-その他 | 5.54% | — | -6.32% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.54% | — | -16.89% | |
| 11 | ✓ | Luxoft Holding INC | 株式-その他 | 5.41% | — | +73.68% | |
| 12 | ECL | Ecolab INC | 株式-素材 | 5.09% | — | -23.81% | |
| 13 | ABM | Abm Industries INC | 株式-その他 | 4.71% | — | -19.04% | |
| 14 | WMB | Williams Cos INC | 株式-エネルギー | 4.17% | — | +153.62% | |
| 15 | CLGX | Corelogic INC | 株式-その他 | 3.48% | — | +0.03% | |
| 16 | CP | Canadian Pacific Kansa F | 株式-資本財 | 3.29% | — | -1.67% | |
| 17 | NCI1EUR | Navigant Consulting INC | 株式-その他 | 2.76% | — | -50.47% | |
| 18 | PRSP | Perspecta INC | 株式-その他 | 2.08% | — | — | |
| 19 | CSX | Csx CORP | 株式-資本財 | 1.75% | — | +11.05% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | WMB | Williams Cos INC | +2.6% | +153.62% | 増加 |
| 2 | DLTR | Dollar Tree INC | +2.3% | +66.61% | 増加 |
| 3 | FDC | First Data Corp- Class A | +2.1% | +17.36% | 増加 |
| 4 | ✓ | Luxoft Holding INC | +1.8% | +73.68% | 増加 |
| 5 | ✓ | Travelport Worldwide LTD | +1.5% | +10.63% | 増加 |
| 6 | META | Meta Platforms Inc-class A | +1.4% | +7.99% | 増加 |
| 7 | FIS | Fidelity National Info Serv | +0.4% | +1.53% | 増加 |
| 8 | CLGX | Corelogic INC | +0.3% | +0.03% | 増加 |
| 9 | CSX | Csx CORP | +0.3% | +11.05% | 増加 |
| 10 | DOORUSD | Masonite International CORP | +0.3% | -6.32% | 減少 |
| 11 | CP | Canadian Pacific Kansa F | -0.1% | -1.67% | 減少 |
| 12 | USFD | US Foods Holding CORP | -0.1% | -10.86% | 減少 |
| 13 | GOOGL | Alphabet Inc-cl A | -0.9% | -16.89% | 減少 |
| 14 | IHS | Ihs Markit LTD | -1.1% | -16.56% | 減少 |
| 15 | ARMK | Aramark | -1.3% | -6.86% | 減少 |
| 16 | ECL | Ecolab INC | -1.7% | -23.81% | 減少 |
| 17 | ABM | Abm Industries INC | -2.3% | -19.04% | 減少 |
| 18 | NCI1EUR | Navigant Consulting INC | -2.3% | -50.47% | 減少 |
| 19 | ✓ | — | EXIT | 全売却 | |
| 20 | SBUX | Starbucks CORP | — | EXIT | 全売却 |
| 21 | PRSP | Perspecta INC | — | NEW | 新規購入 |