Q4 2018 Holdings
Filed 2019-02-19 | 12 holdings | $8.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $3.4M | 15,000 | 40.8% |
| Cadence Design SYS Inc(CDNS) | COM | 127387108 | $2.5M | 58,000 | 30.4% |
| Charles River Laboratories(CRL) | COM | 159864107 | $1.8M | 16,000 | 21.7% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $548.0K | 9,000 | 6.6% |
| Cigna Corp(CI) | COM | 125523100 | $12.1K | 63,284 | 0.1% |
| Iqvia Holdings Inc(IQV) | COM | 46266C105 | $9.7K | 84,000 | 0.1% |
| Centene Corp(CNC) | COM | 15135B101 | $5.0K | 43,407 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $4.5K | 142,000 | 0.1% |
| F5 Networks Inc(FFIV) | COM | 315616102 | $4.4K | 27,000 | 0.1% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $2.0K | 62,000 | 0.0% |
| Michael Kors Holdings LTD | SHS | G60754101 | $1.7K | 45,000 | 0.0% |
| Arris International PLC | COM | G0551A103 | $1.3K | 43,000 | 0.0% |