Instuitional Investor - Candelo Capital Management Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Element Solutions Inc	ESI	407,281	$9,424,482	7.38%
2.	C R H Plc	CRH	130,667	$9,036,930	7.08%
3.	Builders Firstsource Inc.	BLDR	54,098	$9,031,120	7.07%
4.	Tfi International Inc.	TFII	63,501	$8,634,866	6.76%
5.	Ptc Inc.	PTC	48,064	$8,409,277	6.59%