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 | ARMK | Aramark | 株式-資本財 | 8.70% | +4.37% | +39.84% | |
| 2 | PRSP | Perspecta INC | 株式-その他 | 7.75% | — | +52.05% | |
| 3 | ✓ | Luxoft Holding INC | 株式-その他 | 7.31% | — | +60.75% | |
| 4 | FIS | Fidelity National Info Serv | 株式-IT | 7.05% | +4.35% | NEW | |
| 5 | FDC | First Data Corp- Class A | 株式-その他 | 7.04% | — | +66.40% | |
| 6 | IHS | Ihs Markit LTD | 株式-その他 | 6.94% | — | +24.41% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.29% | — | +43.16% | |
| 8 | USFD | US Foods Holding CORP | 株式-生活必需品 | 5.99% | — | -11.55% | |
| 9 | OTEX | Open Text CORP | 株式-その他 | 5.45% | — | +26.43% | |
| 10 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 5.24% | — | -18.12% | |
| 11 | SWIUSD | Solarwinds CORP | 株式-その他 | 5.18% | — | — | |
| 12 | WMB | Williams Cos INC | 株式-エネルギー | 4.99% | — | +45.26% | |
| 13 | ✓ | Travelport Worldwide LTD | 株式-その他 | 4.37% | — | +17.21% | |
| 14 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 4.01% | — | — | |
| 15 | DOORUSD | Masonite International CORP | 株式-その他 | 3.74% | — | -6.76% | |
| 16 | ECL | Ecolab INC | 株式-素材 | 3.69% | — | — | |
| 17 | OC | Owens Corning | 株式-資本財 | 3.33% | — | +8.21% | |
| 18 | ✓ | 株式-その他 | 2.91% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FIS | Fidelity National Info Serv | +1.9% | +31.87% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.7% | +43.16% | 増加 |
| 3 | FDC | First Data Corp- Class A | +1.5% | +66.40% | 増加 |
| 4 | IHS | Ihs Markit LTD | +1.2% | +24.41% | 増加 |
| 5 | WMB | Williams Cos INC | +1.1% | +45.26% | 増加 |
| 6 | OTEX | Open Text CORP | +0.9% | +26.43% | 増加 |
| 7 | ✓ | Luxoft Holding INC | +0.9% | +60.75% | 増加 |
| 8 | PRSP | Perspecta INC | +0.8% | +52.05% | 増加 |
| 9 | ✓ | Travelport Worldwide LTD | +0.7% | +17.21% | 増加 |
| 10 | ARMK | Aramark | +0.3% | +39.84% | 増加 |
| 11 | ECL | Ecolab INC | +0.1% | — | 変化なし |
| 12 | USFD | US Foods Holding CORP | 0% | -11.55% | 減少 |
| 13 | OC | Owens Corning | -0.1% | +8.21% | 増加 |
| 14 | WTW | Willis Towers Watson Public Limited Company | -0.2% | -18.12% | 減少 |
| 15 | ✓ | -0.2% | — | 変化なし | |
| 16 | DOORUSD | Masonite International CORP | -1.5% | -6.76% | 減少 |
| 17 | META | Meta Platforms Inc-class A | — | EXIT | 全売却 |
| 18 | SWIUSD | Solarwinds CORP | — | NEW | 新規購入 |
| 19 | DLTR | Dollar Tree INC | — | EXIT | 全売却 |
| 20 | CLGX | Corelogic INC | — | EXIT | 全売却 |
| 21 | BIDU | Baidu INC - Spon Adr | — | NEW | 新規購入 |
| 22 | CDK | Cdk Global INC | — | EXIT | 全売却 |