Q1 2019 Holdings
Filed 2019-05-13 | 3573 holdings | $7.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $3.5B | 19,377,902 | 44.6% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $625.0M | 24,489,979 | 7.9% |
| Adobe Inc(ADBE) | COM | 00724F101 | $618.0M | 2,318,997 | 7.8% |
| DXC Technology Co(DXC) | COM | 23355L106 | $273.4M | 4,250,680 | 3.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $236.0M | 4,372,033 | 3.0% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $216.9M | 5,652,397 | 2.7% |
| Centene Corp del(CNC) | COM | 15135B101 | $150.1M | 2,827,505 | 1.9% |
| Align Technology Inc(ALGN) | COM | 016255101 | $148.4M | 522,069 | 1.9% |
| Arrowhead Pharmaceuticals in(ARWR) | COM | 04280A100 | $143.2M | 7,803,131 | 1.8% |
| Biogen Inc(BIIB) | COM | 09062X103 | $111.6M | 472,260 | 1.4% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $103.5M | 590,047 | 1.3% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $97.9M | 3,644,406 | 1.2% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $97.6M | 767,898 | 1.2% |
| Crossamerica Partners LP(CAPL) | UT LTD PTN INT | 22758A105 | $93.5M | 5,119,101 | 1.2% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $93.5M | 596,734 | 1.2% |
| Autonation Inc(AN) | COM | 05329W102 | $79.4M | 2,221,927 | 1.0% |
| Conocophillips(COP) | COM | 20825C104 | $78.5M | 1,176,072 | 1.0% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $72.7M | 550,988 | 0.9% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $69.8M | 545,559 | 0.9% |
| D R Horton Inc(DHI) | COM | 23331A109 | $69.3M | 1,673,669 | 0.9% |
| Autozone Inc(AZO) | COM | 053332102 | $67.8M | 66,195 | 0.9% |
| Carmax Inc(KMX) | COM | 143130102 | $62.0M | 887,949 | 0.8% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $56.1M | 2,195,173 | 0.7% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $50.2M | 426,318 | 0.6% |
| Caci Intl Inc(CACI) | CL A | 127190304 | $48.5M | 266,682 | 0.6% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $45.5M | 502,635 | 0.6% |
| Coty Inc(COTY) | COM CL A | 222070203 | $43.6M | 3,791,689 | 0.6% |
| Blackberry LTD(BB) | COM | 09228F103 | $40.4M | 4,000,000 | 0.5% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $37.8M | 787,205 | 0.5% |
| Corning Inc(GLW) | COM | 219350105 | $36.5M | 1,101,302 | 0.5% |
| BJS Whsl Club Hldgs Inc(BJ) | COM | 05550J101 | $36.3M | 1,324,440 | 0.5% |
| Autodesk Inc(ADSK) | COM | 052769106 | $31.2M | 200,384 | 0.4% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $29.2M | 120,495 | 0.4% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $27.5M | 934,250 | 0.3% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $26.2M | 403,855 | 0.3% |
| Casella Waste SYS Inc(CWST) | CL A | 147448104 | $25.7M | 722,467 | 0.3% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $24.8M | 597,883 | 0.3% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $22.3M | 330,652 | 0.3% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $20.0M | 405,237 | 0.3% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $18.5M | 461,820 | 0.2% |
| Blackline Inc(BL) | COM | 09239B109 | $16.5M | 355,297 | 0.2% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $16.3M | 183,254 | 0.2% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $15.5M | 50,819 | 0.2% |
| Addus Homecare Corp(ADUS) | COM | 006739106 | $14.9M | 234,648 | 0.2% |
| Cubesmart(CUBE) | COM | 229663109 | $13.2M | 412,793 | 0.2% |
| Atricure Inc(ATRC) | COM | 04963C209 | $10.0M | 375,085 | 0.1% |
| Acacia Resh Corp(ACTG) | ACACIA TCH COM | 003881307 | $8.2M | 2,500,000 | 0.1% |
| Dana Incorporated(DAN) | COM | 235825205 | $7.8M | 440,761 | 0.1% |
| Arrow Electrs Inc(ARW) | COM | 042735100 | $7.1M | 92,285 | 0.1% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $6.9M | 145,799 | 0.1% |