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 | FIS | Fidelity National Info Serv | 株式-IT | 8.50% | +4.35% | NEW | |
| 2 | ARMK | Aramark | 株式-資本財 | 7.41% | +4.37% | -28.11% | |
| 3 | PRSP | Perspecta INC | 株式-その他 | 7.36% | — | -34.78% | |
| 4 | SWIUSD | Solarwinds CORP | 株式-その他 | 7.28% | — | +80.22% | |
| 5 | USFD | US Foods Holding CORP | 株式-生活必需品 | 7.24% | — | -6.41% | |
| 6 | OTEX | Open Text CORP | 株式-その他 | 6.76% | — | +4.47% | |
| 7 | IHS | Ihs Markit LTD | 株式-その他 | 6.18% | — | -27.98% | |
| 8 | DOORUSD | Masonite International CORP | 株式-その他 | 6.16% | — | +37.36% | |
| 9 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 5.77% | — | -3.50% | |
| 10 | TLND | Talend SA - Adr | 株式-その他 | 5.68% | — | +30.36% | |
| 11 | WMB | Williams Cos INC | 株式-エネルギー | 5.25% | — | +7.37% | |
| 12 | FDC | First Data Corp- Class A | 株式-その他 | 4.62% | — | -42.25% | |
| 13 | ACIW | Aci Worldwide INC | 株式-IT | 4.20% | — | — | |
| 14 | NCI1EUR | Navigant Consulting INC | 株式-その他 | 3.91% | — | — | |
| 15 | PSN | Parsons CORP | 株式-IT | 3.55% | — | — | |
| 16 | WMS | Advanced Drainage Systems In | 株式-資本財 | 2.62% | — | — | |
| 17 | VRRM | Verra Mobility CORP | 株式-その他 | 2.57% | +0.16% | — | |
| 18 | CSX | Csx CORP | 株式-資本財 | 2.53% | — | -47.05% | |
| 19 | OC | Owens Corning | 株式-資本財 | 2.41% | — | -38.97% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SWIUSD | Solarwinds CORP | +3.1% | +80.22% | 増加 |
| 2 | FIS | Fidelity National Info Serv | +2.7% | +31.67% | 増加 |
| 3 | DOORUSD | Masonite International CORP | +2% | +37.36% | 増加 |
| 4 | OTEX | Open Text CORP | +0.9% | +4.47% | 増加 |
| 5 | JECUSD | Jacobs Engineering Group INC | +0.6% | -3.50% | 減少 |
| 6 | WMB | Williams Cos INC | +0.4% | +7.37% | 増加 |
| 7 | TLND | Talend SA - Adr | +0.1% | +30.36% | 増加 |
| 8 | USFD | US Foods Holding CORP | -0.1% | -6.41% | 減少 |
| 9 | OC | Owens Corning | -0.7% | -38.97% | 減少 |
| 10 | ARMK | Aramark | -0.8% | -28.11% | 減少 |
| 11 | IHS | Ihs Markit LTD | -1% | -27.98% | 減少 |
| 12 | CSX | Csx CORP | -2% | -47.05% | 減少 |
| 13 | PRSP | Perspecta INC | -2.2% | -34.78% | 減少 |
| 14 | FDC | First Data Corp- Class A | -3% | -42.25% | 減少 |
| 15 | GOOGL | Alphabet Inc-cl A | — | EXIT | 全売却 |
| 16 | ACIW | Aci Worldwide INC | — | NEW | 新規購入 |
| 17 | BIDU | Baidu INC - Spon Adr | — | EXIT | 全売却 |
| 18 | NCI1EUR | Navigant Consulting INC | — | NEW | 新規購入 |
| 19 | PSN | Parsons CORP | — | NEW | 新規購入 |
| 20 | ✓ | Luxoft Holding INC | — | EXIT | 全売却 |
| 21 | BKIEUR | Black Knight INC | — | EXIT | 全売却 |
| 22 | WMS | Advanced Drainage Systems In | — | NEW | 新規購入 |
| 23 | VRRM | Verra Mobility CORP | — | NEW | 新規購入 |