Q1 2021 Holdings
Filed 2021-05-06 | 56 holdings | $3.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cummins Inc(CMI) | COM | 231021106 | $1.0M | 3,878 | 29.4% |
| Chart Industries Inc(GTLS) | COM | 16115Q308 | $911.0K | 6,397 | 26.6% |
| Adobe Systems(ADBE) | COM | 00724F101 | $534.0K | 1,124 | 15.6% |
| Alibaba Group Holding(BABA) | COM | 01609W102 | $518.0K | 2,286 | 15.1% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $386.0K | 4,920 | 11.3% |
| Exxon-Mobil(XOM) | COM | 30231G102 | $4.2K | 75,000 | 0.1% |
| Drxn Daily S&P Biotech Bull(LABUUSD) | COM | 25490K323 | $3.9K | 50,000 | 0.1% |
| Industrial Select Sector Spdr(XLI) | COM | 81369Y704 | $3.9K | 39,925 | 0.1% |
| Apple Computer Inc(AAPL) | COM | 037833100 | $3.9K | 32,112 | 0.1% |
| Viacomcbs Inc(0VVB) | COM | 92556H206 | $2.7K | 60,300 | 0.1% |
| Micron Technology(MU) | COM | 595112103 | $2.4K | 26,930 | 0.1% |
| Vipshop Holdings LTD(VIPS) | COM | 92763W103 | $2.3K | 78,519 | 0.1% |
| General Motors(GM) | COM | 37045V100 | $2.2K | 38,858 | 0.1% |
| Direxion Daily Semiconductor B(SOXL) | COM | 25459W458 | $2.1K | 54,904 | 0.1% |
| Baidu.com Inc(BIDUN) | COM | 056752108 | $2.1K | 9,598 | 0.1% |
| Vertex Pharmaceuticals Inc.(VRTX) | COM | 92532F100 | $1.6K | 7,504 | 0.0% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $1.6K | 521 | 0.0% |
| Ringcentral Inc(RNG) | COM | 76680R206 | $1.6K | 5,358 | 0.0% |
| Kla-Tencor(KLAC) | COM | 482480100 | $1.4K | 4,131 | 0.0% |
| Tilray Inc-Class 2 Common(TLRYEUR) | COM | 88688T100 | $1.4K | 60,000 | 0.0% |
| Alphabet Inc(GOOGL) | COM | 02079K305 | $1.3K | 626 | 0.0% |
| Aphria Inc(APH1EUR) | COM | 03765K104 | $1.3K | 70,000 | 0.0% |
| Twitter(TWTRUSD) | COM | 90184L102 | $1.3K | 20,000 | 0.0% |
| Pioneer Natural Resources Co.(PXDEUR) | COM | 723787107 | $1.2K | 7,707 | 0.0% |
| Vaneck Vect Gold Mnrs(GDX) | COM | 92189F106 | $1.1K | 34,329 | 0.0% |
| Direxion SHS ETF Trust Fincl 3(FAS) | COM | 25459Y694 | $1.0K | 11,388 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $1.0K | 1,883 | 0.0% |
| TJX Companies(TJX) | COM | 872540109 | $989 | 14,954 | 0.0% |
| Dollar Tree(DLTR) | COM | 256746108 | $983 | 8,587 | 0.0% |
| United Parcel Service(UPS) | COM | 911312106 | $975 | 5,737 | 0.0% |
| Spdr Gold Shares(GLD) | COM | 78463V107 | $961 | 6,009 | 0.0% |
| Aecom Technology Corp(ACM) | COM | 00766T100 | $921 | 14,372 | 0.0% |
| PTC Inc(PTC) | COM | 69370C100 | $913 | 6,632 | 0.0% |
| Facebook(META) | COM | 30303M102 | $886 | 3,007 | 0.0% |
| Inmode LTD(INMD) | COM | M5425M103 | $832 | 11,499 | 0.0% |
| Visa(V) | COM | 92826C839 | $828 | 3,910 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $822 | 6,203 | 0.0% |
| Skechers(SKAA) | COM | 830566105 | $807 | 19,351 | 0.0% |
| L3harris Technologies Inc(LHX) | COM | 502431109 | $793 | 3,912 | 0.0% |
| Jd.com Inc(JD) | COM | 47215P106 | $770 | 9,128 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $740 | 2,298 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $715 | 1,429 | 0.0% |
| Abbott Laboratories(ABT) | COM | 002824100 | $681 | 5,683 | 0.0% |
| United Rentals Inc(URI) | COM | 911363109 | $679 | 2,061 | 0.0% |
| Comcast(CMCSA) | COM | 20030N101 | $664 | 12,277 | 0.0% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $606 | 260 | 0.0% |
| Salesforce.com(CRM) | COM | 79466L302 | $588 | 2,776 | 0.0% |
| Ulta Salon, Cosmeics & Fragran(ULTA) | COM | 90384S303 | $552 | 1,785 | 0.0% |
| Unitedhealth Group(UNH) | COM | 91324P102 | $538 | 1,446 | 0.0% |
| Direxion SHS ETF Trust Energy(ERX) | COM | 25460G609 | $537 | 22,721 | 0.0% |