Stock Taper 
CERRANO CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2018
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Viavi Solutions Inc. | VIAV | 560.41K | $5.74M |
 NXP Semiconductors N.V. | NXPI | 238.75K | $26.09M |
 Builders FirstSource, Inc. | BLDR | 230.8K | $4.22M |
 Dycom Industries, Inc. | DY | 198.4K | $18.75M |
 XPO Logistics, Inc. | XPO | 182.1K | $18.24M |
 Marvell Technology, Inc. | MRVL | 163.7K | $3.51M |
 Herc Holdings Inc. | HRI | 142.5K | $8.03M |
 Lamb Weston Holdings, Inc. | LW | 131.7K | $9.02M |
 Keysight Technologies, Inc. | KEYS | 120.1K | $7.09M |
 Lennar Corporation | LEN | 111.2K | $5.84M |
 Campbell Soup Company | CPB | 106.3K | $4.31M |
 Delek US Holdings, Inc. | DK | 69.3K | $3.48M |
 Cintas Corporation | CTAS | 67.4K | $12.47M |
 Dow Inc. | DOW | 66.4K | $4.38M |
 Intercontinental Exchange, Inc. | ICE | 63K | $4.63M |
 Microsoft Corporation | MSFT | 56.7K | $5.59M |
 Marathon Petroleum Corporation | MPC | 42.1K | $2.95M |
 PayPal Holdings, Inc. | PYPL | 36.8K | $3.06M |
 Netflix, Inc. | NFLX | 11.4K | $4.46M |