Calydon Capital Q2 2019 Filing

Filed August 15, 2019

Portfolio Value

$181.3M

Holdings

133

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (133 positions)

StockValue
ORLYO REILLY AUTOMOTIVE INC
$473K
PANWPALO ALTO NETWORKS INC COM
$471K
FIVEFIVE BELOW INC COM
$470K
HALHALLIBURTON CO COM
$469K
CTRACABOT OIL & GAS CORP COM
$441K
USFDUS FOODS HLDG CORP COM
$431K
BFHALLIANCE DATA SYSTEMS
$429K
SLRCSOLAR CAP LTD COM
$415K
CTSHCOGNIZANT TECH SOLUTIONS CORP
$412K
SRESEMPRA ENERGY
$404K
MSFTMICROSOFT
$399K
SPOTSPOTIFY TECHNOLOGY S A SHS
$380K
CBRECBRE GROUP INC CL A
$358K
PSECPROSPECT CAPITAL CORPORATION
$354K
LKQ1LKQ CORP COM
$346K
SAPSAP AKTIENGESELLSCHAFT ADR
$345K
FDXFEDEX CORP
$337K
AZNASTRAZENECA PLC- SPONS ADR
$335K
BKCCUSDBLACKROCK CAPITAL INVESTMENT C COM
$333K
HNMORMAT TECHNOLOGIES INC COM
$316K
NVONOVO-NORDISK A/S ADR ADR CMN
$313K
GPKGRAPHIC PACKAGING HLDG CO COM
$308K
STZCONSTELLATION BRANDS INC CL A
$300K
DCP MIDSTREAM PARTNERS LP UNITS LTD PARTNER INT
$293K
ETENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP
$282K
SNYSANOFI SA
$254K
CBOECBOE GLOBAL MARKETS INC COM
$242K
HONHONEYWELL INTL INC
$236K
SOSOUTHERN CO COM
$222K
KOCOCA COLA CO COM
$220K
RRRRED ROCK RESORTS INC CL A
$217K
KLACKLA CORPORATION COM NEW
$208K
MPLXMPLX LP COM UNIT REPSTG LTD PARTNER INT
$206K
AMCRAMCOR PLC ORD
$147K
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