Q1 2019 Holdings
Filed 2019-04-12 | 304 holdings | $389.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp(CIEN) | COM | 171779309 | $26.2M | 702,349 | 6.7% |
| Cadence Design Systems(CDNS) | COM | 127387108 | $26.6M | 419,071 | 6.8% |
| AMN Healthcare Services(AMN) | COM | 001744101 | $28.6M | 607,731 | 7.4% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $41.0M | 153,962 | 10.5% |