Sunriver Management LLC Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$569.7M
Holdings
19
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —TALEND S A | 1,223,570 | $47.9M | 8.40% | |
| 2 | —SOLARWINDS CORP | 2,562,890 | $47.5M | 8.34% | |
| 3 | SSNCSS&C TECHNOLOGIES HLDGS INC | 734,440 | $45.1M | 7.91% | |
| 4 | DOOREURMASONITE INTL CORP NEW | 576,350 | $41.6M | 7.30% | |
| 5 | USFDUS FOODS HLDG CORP | 955,680 | $40.0M | 7.03% | |
| 6 | DLTRDOLLAR TREE INC | 375,350 | $35.3M | 6.20% | |
| 7 | FISVFISERV INC | 281,349 | $32.5M | 5.71% | |
| 8 | —R1 RCM INC | 2,263,450 | $29.4M | 5.16% | |
| 9 | JECUSDJACOBS ENGR GROUP INC | 308,720 | $27.7M | 4.87% | |
| 10 | VRRMVERRA MOBILITY CORP | 1,940,959 | $27.2M | 4.77% | |
| 11 | —IHS MARKIT LTD | 336,510 | $25.4M | 4.45% | |
| 12 | BRBROADRIDGE FINL SOLUTIONS IN | 201,570 | $24.9M | 4.37% | |
| 13 | PSNPARSONS CORPORATION | 597,680 | $24.7M | 4.33% | |
| 14 | PRSPPERSPECTA INC | 905,360 | $23.9M | 4.20% | |
| 15 | OTXOPEN TEXT CORP | 502,320 | $22.1M | 3.89% | |
| 16 | —FIDELITY NATL INFORMATION SV | 141,950 | $19.7M | 3.47% | |
| 17 | CWKCUSHMAN WAKEFIELD PLC | 928,220 | $19.0M | 3.33% | |
| 18 | WMSADVANCED DRAIN SYS INC DEL | 469,930 | $18.3M | 3.20% | |
| 19 | CSXCSX CORP | 242,190 | $17.5M | 3.08% |