Q4 2019 Holdings
Filed 2020-02-14 | 107 holdings | $163.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boot Barn Holdings Inc.(BOOT) | COM | 099406100 | $8.0M | 180,099 | 4.9% |
| Crocs Inc.(CROX) | COM | 227046109 | $10.4M | 247,736 | 6.3% |
| Addus HomeCare Corp.(ADUS) | COM | 006739106 | $14.2M | 146,502 | 8.7% |
| Adobe Inc.(ADBE) | COM | 00724F101 | $19.6M | 59,434 | 12.0% |
| Costco Wholesale Corp.(COST) | COM | 22160K105 | $21.5M | 73,110 | 13.1% |
| Charter Communications Inc.(CHTR) | COM | 16119P108 | $25.7M | 52,904 | 15.7% |
| Advanced Micro Devices Inc.(AMD) | COM | 007903107 | $37.5M | 817,333 | 22.9% |