| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DONNELLEY FINL SOLUTIONS INC | 41,914 | 809,000 | 0.50% | ||
| 2 | ClubCorp Hldgs Inc | 98,908 | 1,587,000 | 0.97% | ||
| 3 | LIONS GATE ENTMNT CORP CL A VTG | 69,539 | 1,847,000 | 1.13% | ||
| 4 | IMPERVA INC | 58,477 | 2,400,000 | 1.47% | ||
| 5 | ECHOSTAR CORP CL A | 43,923 | 2,501,000 | 1.54% | ||
| 6 | LIBERTY M SIRIUSXM A | 76,851 | 2,991,000 | 1.84% | ||
| 7 | DXC TECHNOLOGY CO COM | 47,235 | 3,260,000 | 2.00% | ||
| 8 | SEALED AIR CORP NEW | 75,246 | 3,279,000 | 2.01% | ||
| 9 | CONSTELLATION BRANDS INC | 23,062 | 3,738,000 | 2.30% | ||
| 10 | CORNERSTONE ONDEMAND INC | 126,618 | 4,924,000 | 3.02% | ||
| 11 | JACK IN THE BOX INC | 50,597 | 5,147,000 | 3.16% | ||
| 12 | New York REIT Inc | 545,154 | 5,283,000 | 3.24% | ||
| 13 | NEXSTAR MEDIA GROUP INC | 76,432 | 5,362,000 | 3.29% | ||
| 14 | TD AMERITRADE HLDG CORP | 138,480 | 5,381,000 | 3.30% | ||
| 15 | KRAFT HEINZ CO | 59,342 | 5,389,000 | 3.31% | ||
| 16 | ADVISORY BRD CO COM | 157,344 | 7,364,000 | 4.52% | ||
| 17 | BLACKHAWK NETWORK | 189,034 | 7,675,000 | 4.71% | ||
| 18 | HILTON GRAND VACATIONS INC | 274,590 | 7,870,000 | 4.83% | ||
| 19 | CORECIVIC INC | 264,947 | 8,325,000 | 5.11% | ||
| 20 | MARATHON PETE CORP | 168,467 | 8,514,000 | 5.23% | ||
| 21 | ADIENT PLC | 118,929 | 8,643,000 | 5.31% | ||
| 22 | DECKERS OUTDOOR CORP | 219,655 | 13,120,000 | 8.06% | ||
| 23 | YAHOO INC | 291,578 | 13,532,000 | 8.31% | ||
| 24 | CONDUENT INC | 1,009,552 | 16,940,000 | 10.40% | ||
| 25 | ILG INC | 809,724 | 16,972,000 | 10.42% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-001158, filed 2017.05.15).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
