Q1 2019 Holdings
Filed 2019-05-14 | 1213 holdings | $5.8B | 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 | $717.7M | 3,933,651 | 12.4% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $594.6M | 11,012,698 | 10.3% |
| Cummins Inc(CMI) | COM | 231021106 | $561.3M | 3,555,700 | 9.7% |
| Adobe Inc(ADBE) | COM | 00724F101 | $501.3M | 1,881,151 | 8.6% |
| Biogen Inc(BIIB) | COM | 09062X103 | $388.5M | 1,643,414 | 6.7% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $363.7M | 2,321,060 | 6.3% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $335.7M | 1,914,525 | 5.8% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $323.3M | 1,335,367 | 5.6% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $241.2M | 788,955 | 4.2% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $193.1M | 1,589,442 | 3.3% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $169.0M | 4,402,441 | 2.9% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $149.5M | 5,859,535 | 2.6% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $128.5M | 1,594,601 | 2.2% |
| Autodesk Inc(ADSK) | COM | 052769106 | $124.7M | 800,137 | 2.2% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $121.1M | 2,522,829 | 2.1% |
| Conocophillips(COP) | COM | 20825C104 | $116.3M | 1,742,045 | 2.0% |
| Autozone Inc(AZO) | COM | 053332102 | $88.5M | 86,437 | 1.5% |
| Align Technology Inc(ALGN) | COM | 016255101 | $83.3M | 292,852 | 1.4% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $67.5M | 941,767 | 1.2% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $66.4M | 710,850 | 1.1% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $62.2M | 980,151 | 1.1% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $57.7M | 1,388,935 | 1.0% |
| Camping World Hldgs Inc(CWH) | CL A | 13462K109 | $26.8M | 1,926,683 | 0.5% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $15.0M | 209,674 | 0.3% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $14.7M | 392,881 | 0.3% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $13.0M | 144,016 | 0.2% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $12.8M | 1,338,255 | 0.2% |
| Casella Waste SYS Inc(CWST) | CL A | 147448104 | $10.6M | 298,900 | 0.2% |
| Caci Intl Inc(CACI) | CL A | 127190304 | $9.2M | 50,610 | 0.2% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $9.2M | 142,213 | 0.2% |
| Chegg Inc(CHGG) | COM | 163092109 | $9.1M | 238,616 | 0.2% |
| Curtiss Wright Corp(CW) | COM | 231561101 | $9.1M | 79,964 | 0.2% |
| Conmed Corp(CNMD) | COM | 207410101 | $8.8M | 105,197 | 0.2% |
| Ceco Environmental Corp(CECO) | COM | 125141101 | $8.3M | 1,155,127 | 0.1% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $7.7M | 60,826 | 0.1% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $7.5M | 58,959 | 0.1% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $7.5M | 111,526 | 0.1% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $7.3M | 246,346 | 0.1% |
| Crocs Inc(CROX) | COM | 227046109 | $7.2M | 281,225 | 0.1% |
| BOX Inc(BOX) | CL A | 10316T104 | $5.2M | 269,794 | 0.1% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $5.1M | 120,542 | 0.1% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $5.0M | 218,132 | 0.1% |
| Bancorp Inc del(TBBK) | COM | 05969A105 | $5.0M | 614,164 | 0.1% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $3.9M | 44,343 | 0.1% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $3.8M | 582,097 | 0.1% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $3.4M | 104,717 | 0.1% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $3.4M | 114,489 | 0.1% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $3.3M | 39,222 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.9M | 1,624,533 | 0.0% |
| Apple Hospitality REIT Inc(APLE) | COM NEW | 03784Y200 | $2.9M | 177,148 | 0.0% |