Q4 2018 Holdings
Filed 2019-02-14 | 115 holdings | $124.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon.com Inc.(AMZN) | COM | 023135106 | $27.2K | 18,121 | 0.0% |
| Microsoft Corp.(MSFT) | COM | 594918104 | $42.0K | 413,605 | 0.0% |
| Boston Scientific Corp.(BSX) | COM | 101137107 | $71.0K | 2,000 | 0.1% |
| Chicken Soup For The Soul(CSSEQ) | COM | 16842Q100 | $597.0K | 79,385 | 0.5% |
| Cryoport Inc.(CYRX) | COM | 229050307 | $4.9M | 444,347 | 3.9% |
| CarGurus Inc.(CARG) | COM | 141788109 | $5.1M | 150,192 | 4.1% |
| CareDx Inc.(CDNA) | COM | 14167L103 | $5.2M | 206,995 | 4.2% |
| Crocs Inc.(CROX) | COM | 227046109 | $6.4M | 246,107 | 5.1% |
| BJ's Wholesale Club Holdings I(BJ) | COM | 05550J101 | $6.5M | 293,207 | 5.2% |
| Calix Inc.(CALX) | COM | 13100M509 | $6.5M | 666,901 | 5.2% |
| Cisco Systems Inc.(CSCO) | COM | 17275R102 | $11.5M | 265,000 | 9.2% |
| Burlington Stores Inc.(BURL) | COM | 122017106 | $12.2M | 75,000 | 9.8% |
| Adobe Inc.(ADBE) | COM | 00724F101 | $13.0M | 57,500 | 10.5% |
| Advanced Micro Devices Inc.(AMD) | COM | 007903107 | $21.4M | 1,157,816 | 17.2% |
| Ciena Corp.(CIEN) | COM | 171779309 | $30.1M | 887,399 | 24.2% |