Q1 2017 Holdings
Filed 2017-05-15 | 106 holdings | $101.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Blackline Inc.(BL) | COM | 09239B109 | $5.3M | 178,340 | 5.2% |
| Boston Scientific Corp.(BSX) | COM | 101137107 | $14.3M | 575,000 | 14.1% |
| Ciena Corp.(CIEN) | COM | 171779309 | $14.3M | 606,245 | 14.1% |
| Costco Wholesale Corp.(COST) | COM | 22160K105 | $14.6M | 86,790 | 14.3% |
| Charter Communications Inc.(CHTR) | COM | 16119P108 | $16.4M | 50,043 | 16.1% |
| Advanced Micro Devices Inc.(AMD) | COM | 007903107 | $30.4M | 2,090,733 | 29.9% |