Q4 2018 Holdings
Filed 2019-02-11 | 3866 holdings | $6.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Littelfuse Inc(LFUS) | COM | 537008104 | $69.0K | 402,661 | 0.0% |
| Ebay Inc(EBAY) | COM | 278642103 | $69.2K | 2,466,653 | 0.0% |
| Lear Corp(LEA) | COM NEW | 521865204 | $69.7K | 567,696 | 0.0% |
| Lamar Advertising Co New(LAMR) | CL A | 512816109 | $69.9K | 1,010,288 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $70.4K | 773,609 | 0.0% |
| Korn Ferry Intl(KFY) | COM NEW | 500643200 | $70.4K | 1,780,175 | 0.0% |
| Intl Paper Co(IP) | COM | 460146103 | $70.4K | 1,744,459 | 0.0% |
| Gallagher Arthur J & Co(AJG) | COM | 363576109 | $70.8K | 960,206 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $71.0K | 148,283 | 0.0% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $71.1K | 2,024,313 | 0.0% |
| Synopsys Inc(SNPS) | COM | 871607107 | $71.1K | 843,835 | 0.0% |
| Heico Corp New(HEI) | COM | 422806109 | $73.1K | 944,064 | 0.0% |
| Zions Bancorporation N A(ZION) | COM | 989701107 | $73.6K | 1,807,135 | 0.0% |
| Noble Energy Inc(NBL2EUR) | COM | 655044105 | $73.9K | 3,938,533 | 0.0% |
| Conagra Brands Inc(CAG) | COM | 205887102 | $75.7K | 3,543,084 | 0.0% |
| Irobot Corp(IRBTQ) | COM | 462726100 | $75.9K | 906,103 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $77.6K | 468,580 | 0.0% |
| Pool Corporation(POOL) | COM | 73278L105 | $77.8K | 523,662 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $78.3K | 1,682,257 | 0.0% |
| Target Corp(TGT) | COM | 87612E106 | $79.2K | 1,199,048 | 0.0% |
| Cedar Fair L P | DEPOSITRY UNIT | 150185106 | $79.4K | 1,678,661 | 0.0% |
| Martin Midstream Prtnrs L P(MMLP) | UNIT L P INT | 573331105 | $79.8K | 7,760,760 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $80.1K | 807,329 | 0.0% |
| Western Digital Corp(WDC) | COM | 958102105 | $80.4K | 2,173,531 | 0.0% |
| Cognex Corp(CGNX) | COM | 192422103 | $80.4K | 2,077,994 | 0.0% |
| Global Partners LP(GLP) | COM UNITS | 37946R109 | $80.5K | 4,935,927 | 0.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $80.6K | 693,343 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $81.2K | 714,032 | 0.0% |
| 3-D SYS Corp del(DDD) | COM NEW | 88554D205 | $81.7K | 8,033,137 | 0.0% |
| Transmontaigne Partners L P | COM UNIT L P | 89376V100 | $81.8K | 2,015,534 | 0.0% |
| Enlink Midstream Partners LP | COM UNIT REP LTD | 29336U107 | $81.9K | 7,436,752 | 0.0% |
| Antero Midstream GP LP | COM SHS REPSTG | 03675Y103 | $82.8K | 7,405,978 | 0.0% |
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $84.1K | 3,603,027 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $84.2K | 1,235,273 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $84.6K | 1,627,661 | 0.0% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $84.9K | 4,795,790 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $84.9K | 1,030,379 | 0.0% |
| First Solar Inc(FSLR) | COM | 336433107 | $85.3K | 2,010,257 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $86.9K | 3,022,949 | 0.0% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $88.3K | 1,841,091 | 0.0% |
| Ross Stores Inc(ROST) | COM | 778296103 | $88.4K | 1,062,423 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $90.3K | 382,318 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $90.6K | 1,835,332 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $91.9K | 1,705,175 | 0.0% |
| Entergy Corp New(ETR) | COM | 29364G103 | $91.9K | 1,068,266 | 0.0% |
| International Game Technolog(BRSL) | SHS USD | G4863A108 | $92.2K | 6,298,793 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $94.5K | 1,475,048 | 0.0% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $97.3K | 6,000,441 | 0.0% |
| Hutchison China Meditech LTD(HCM) | SPONSORED ADR | 44842L103 | $98.5K | 4,265,943 | 0.0% |
| Equity Residential(EQR) | SH BEN INT | 29476L107 | $98.7K | 1,495,705 | 0.0% |