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 | SWIUSD | Solarwinds CORP | 株式-その他 | 9.37% | — | — | |
| 2 | SSNC | Ss&c Technologies Holdings | 株式-IT | 8.60% | +3.34% | — | |
| 3 | IHS | Ihs Markit LTD | 株式-その他 | 7.02% | — | — | |
| 4 | BR | Broadridge Financial Solutio | 株式-IT | 6.54% | — | — | |
| 5 | CSX | Csx CORP | 株式-資本財 | 6.42% | — | +163.82% | |
| 6 | TLND | Talend SA - Adr | 株式-その他 | 5.99% | — | +24.57% | |
| 7 | FISV | Fiserv INC | 株式-その他 | 5.97% | — | +27.38% | |
| 8 | FIS | Fidelity National Info Serv | 株式-IT | 5.77% | +4.35% | NEW | |
| 9 | RCMEUR | R1 Rcm INC | 株式-その他 | 5.34% | — | +47.94% | |
| 10 | DOORUSD | Masonite International CORP | 株式-その他 | 5.10% | — | +6.35% | |
| 11 | OTEX | Open Text CORP | 株式-その他 | 5.01% | — | +62.89% | |
| 12 | PSN | Parsons CORP | 株式-IT | 4.96% | — | — | |
| 13 | SAIC | Science Applications Inte | 株式-IT | 4.92% | — | — | |
| 14 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 4.47% | — | +4.23% | |
| 15 | PRSP | Perspecta INC | 株式-その他 | 4.19% | — | +44.58% | |
| 16 | ICE | Intercontinental Exchange In | 株式-金融 | 4.11% | — | — | |
| 17 | EXP | Eagle Materials INC | 株式-素材 | 3.13% | — | — | |
| 18 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 3.10% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CSX | Csx CORP | +3.3% | +163.82% | 増加 |
| 2 | OTEX | Open Text CORP | +1.1% | +62.89% | 増加 |
| 3 | FISV | Fiserv INC | +0.3% | +27.38% | 増加 |
| 4 | RCMEUR | R1 Rcm INC | +0.2% | +47.94% | 増加 |
| 5 | PRSP | Perspecta INC | 0% | +44.58% | 増加 |
| 6 | JECUSD | Jacobs Engineering Group INC | -0.4% | +4.23% | 増加 |
| 7 | DOORUSD | Masonite International CORP | -2.2% | +6.35% | 増加 |
| 8 | TLND | Talend SA - Adr | -2.4% | +24.57% | 増加 |
| 9 | SWIUSD | Solarwinds CORP | — | NEW | 新規購入 |
| 10 | SSNC | Ss&c Technologies Holdings | — | NEW | 新規購入 |
| 11 | ✓ | Solarwinds CORP | — | EXIT | 全売却 |
| 12 | ✓ | SS&C Technologies Hldgs Inc. | — | EXIT | 全売却 |
| 13 | IHS | Ihs Markit LTD | — | NEW | 新規購入 |
| 14 | USFD | US Foods Holding CORP | — | EXIT | 全売却 |
| 15 | BR | Broadridge Financial Solutio | — | NEW | 新規購入 |
| 16 | DLTR | Dollar Tree INC | — | EXIT | 全売却 |
| 17 | FIS | Fidelity National Info Serv | — | NEW | 新規購入 |
| 18 | PSN | Parsons CORP | — | NEW | 新規購入 |
| 19 | SAIC | Science Applications Inte | — | NEW | 新規購入 |
| 20 | ✓ | Verra Mobility CORP | — | EXIT | 全売却 |
| 21 | ✓ | IHS Holding Limited | — | EXIT | 全売却 |
| 22 | ✓ | Broadridge Financial Solutions, Inc. | — | EXIT | 全売却 |
| 23 | ✓ | Parsons Corporation | — | EXIT | 全売却 |
| 24 | ICE | Intercontinental Exchange In | — | NEW | 新規購入 |
| 25 | ✓ | Fidelity National Financial, Inc. | — | EXIT | 全売却 |
| 26 | ✓ | Cushman Wakefield PLC | — | EXIT | 全売却 |
| 27 | ✓ | Advanced Drain Sys INC Del | — | EXIT | 全売却 |
| 28 | EXP | Eagle Materials INC | — | NEW | 新規購入 |
| 29 | WTW | Willis Towers Watson Public Limited Company | — | NEW | 新規購入 |