Instuitional Investor - Applied Fundamental Research, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. IAC 507,340.486 $19,119,952 16.03%
2. NOMD 927,791 $18,231,093 15.28%
3. GLPI 326,713 $16,629,692 13.94%
4. HSII 287,007 $12,292,501 10.3%
5. DY 75,526 $11,505,631 9.64%