Q4 2020 Holdings
Filed 2021-02-16 | 110 holdings | $110.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Argan Inc.(AGX) | COM | 04010E109 | $43.8K | 985,240 | 0.0% |
| Vicor Corp(VICR) | COM | 925815102 | $44.6K | 484,071 | 0.0% |
| Corning Inc(GLW) | COM | 219350105 | $293.0K | 8,136 | 0.3% |
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $348.0K | 6,800 | 0.3% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $1.3M | 55,000 | 1.1% |
| Adobe Systems(ADBE) | COM | 00724F101 | $4.7M | 9,466 | 4.3% |
| Appian Corp(APPN) | COM | 03782L101 | $9.7M | 60,120 | 8.8% |
| Cavco Industries, Inc.(CVCO) | COM | 149568107 | $11.9M | 68,047 | 10.8% |
| Axon Enterprise, Inc.(AXON) | COM | 05464C101 | $36.7M | 299,357 | 33.3% |
| Chegg Inc.(CHGG) | COM | 163092109 | $44.3M | 489,935 | 40.2% |