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 |
|---|---|---|---|---|---|
| Intl Paper Co(IP) | COM | 460146103 | $81.2K | 1,755,247 | 0.0% |
| Golar LNG Partners LP | COM UNIT LPI | Y2745C102 | $81.2K | 6,292,174 | 0.0% |
| Dominion Energy Inc(D) | COM | 25746U109 | $82.4K | 1,075,341 | 0.0% |
| International Game Technolog(BRSL) | SHS USD | G4863A108 | $83.0K | 6,390,091 | 0.0% |
| MKS Instrument Inc(MKSI) | COM | 55306N104 | $83.1K | 893,041 | 0.0% |
| Zions Bancorporation N A(ZION) | COM | 989701107 | $83.7K | 1,843,790 | 0.0% |
| Korn Ferry(KFY) | COM NEW | 500643200 | $83.9K | 1,872,885 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $84.2K | 457,794 | 0.0% |
| Gallagher Arthur J & Co(AJG) | COM | 363576109 | $84.8K | 1,086,072 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $84.9K | 998,880 | 0.0% |
| Entergy Corp New(ETR) | COM | 29364G103 | $85.2K | 890,774 | 0.0% |
| Lamar Advertising Co New(LAMR) | CL A | 512816109 | $85.3K | 1,076,280 | 0.0% |
| Lyondellbasell Industries N(LYB) | SHS - A - | N53745100 | $85.5K | 1,016,734 | 0.0% |
| Coherent Inc(COHREUR) | COM | 192479103 | $85.5K | 603,278 | 0.0% |
| Heico Corp New(HEI) | COM | 422806109 | $86.0K | 906,485 | 0.0% |
| 3-D SYS Corp del(DDD) | COM NEW | 88554D205 | $86.4K | 8,033,544 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $86.7K | 771,005 | 0.0% |
| Cyberark Software LTD | SHS | M2682V108 | $87.5K | 735,302 | 0.0% |
| Cloudera Inc(CLDR) | COM | 18914U100 | $89.9K | 8,220,000 | 0.0% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $91.2K | 600,855 | 0.0% |
| Wabtec Corp(WAB) | COM | 929740108 | $91.3K | 1,239,113 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $91.6K | 768,868 | 0.0% |
| KAR Auction Svcs Inc(OPLN) | COM | 48238T109 | $92.2K | 1,797,742 | 0.0% |
| Pool Corporation(POOL) | COM | 73278L105 | $93.4K | 566,190 | 0.0% |
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $93.6K | 10,771,758 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $93.8K | 1,500,000 | 0.0% |
| Planet Fitness Inc(PLNT) | CL A | 72703H101 | $93.8K | 1,365,027 | 0.0% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $94.5K | 1,738,381 | 0.0% |
| Martin Midstream Prtnrs L P(MMLP) | UNIT L P INT | 573331105 | $95.2K | 7,647,133 | 0.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $95.2K | 702,818 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $95.4K | 1,003,026 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $97.1K | 1,696,584 | 0.0% |
| Noble Energy Inc(NBL2EUR) | COM | 655044105 | $97.3K | 3,934,342 | 0.0% |
| Ecolab Inc(ECL) | COM | 278865100 | $98.8K | 559,795 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $98.9K | 3,008,470 | 0.0% |
| Dowdupont Inc | COM | 26078J100 | $98.9K | 1,855,908 | 0.0% |
| Synopsys Inc(SNPS) | COM | 871607107 | $99.5K | 864,243 | 0.0% |
| Spirit Aerosystems Hldgs Inc(S9Q) | COM CL A | 848574109 | $99.9K | 1,091,502 | 0.0% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $100.7K | 6,000,441 | 0.0% |
| SVB Finl Group(SIVBEUR) | COM | 78486Q101 | $100.8K | 453,143 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $101.2K | 527,602 | 0.0% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $101.3K | 392,599 | 0.0% |
| Target Corp(TGT) | COM | 87612E106 | $102.2K | 1,273,831 | 0.0% |
| Western Digital Corp(WDC) | COM | 958102105 | $103.2K | 2,148,188 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $103.3K | 2,137,997 | 0.0% |
| The Charles Schwab Corporati(SCHW) | COM | 808513105 | $103.8K | 2,427,765 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $105.4K | 977,613 | 0.0% |
| Cognex Corp(CGNX) | COM | 192422103 | $105.4K | 2,073,065 | 0.0% |
| First Solar Inc(FSLR) | COM | 336433107 | $106.2K | 2,010,645 | 0.0% |
| Irobot Corp(IRBTQ) | COM | 462726100 | $106.5K | 904,763 | 0.0% |