Q4 2018 Holdings
Filed 2019-02-15 | 114 holdings | $82.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SVB Financial Group(SIVBEUR) | COM | 78486Q101 | $19.0K | 99,819 | 0.0% |
| Viasat Inc.(VSAT) | COM | 92552V100 | $21.1K | 358,692 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $21.2K | 444,080 | 0.0% |
| Supernus Pharmaceuticals Inc.(SUPN) | COM | 868459108 | $24.9K | 750,276 | 0.0% |
| The Trade Desk(TTD) | COM | 88339J105 | $25.4K | 218,945 | 0.0% |
| Argan Inc.(AGX) | COM | 04010E109 | $28.0K | 739,332 | 0.0% |
| Vicor Corp(VICR) | COM | 925815102 | $28.1K | 743,800 | 0.0% |
| Corning Inc(GLW) | COM | 219350105 | $272.0K | 8,989 | 0.3% |
| Adobe Systems(ADBE) | COM | 00724F101 | $1.6M | 7,166 | 2.0% |
| Daily Journal Corp(DJCO) | COM | 233912104 | $2.4M | 10,411 | 2.9% |
| Cavco Industries, Inc.(CVCO) | COM | 149568107 | $11.1M | 84,946 | 13.4% |
| DMC Global Inc.(BOOM) | COM | 23291C103 | $13.6M | 386,160 | 16.4% |
| Axon Enterprise, Inc.(AXON) | COM | 05464C101 | $15.8M | 361,353 | 19.1% |
| Chegg Inc.(CHGG) | COM | 163092109 | $37.5M | 1,318,604 | 45.3% |