Q4 2018 Holdings
Filed 2019-01-31 | 472 holdings | $258.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| F5 Networks Inc(FFIV) | COM | 315616102 | $3.7K | 22,797 | 0.0% |
| Northern Trust Corp(NTRS) | COM | 665859104 | $3.8K | 44,932 | 0.0% |
| Transunion(TRU) | COM | 89400J107 | $3.8K | 67,560 | 0.0% |
| Asml Holding NV ORD(ASML) | COM | N07059210 | $4.0K | 25,741 | 0.0% |
| Cambrex Corp(CBM) | COM | 132011107 | $4.1K | 107,565 | 0.0% |
| Delek Logistics Partners LP (A(DKL) | COM | 24664T103 | $4.1K | 140,000 | 0.0% |
| iRHYTHM(IRTC) | COM | 450056106 | $4.1K | 59,185 | 0.0% |
| Unilever NV NY -ADR (Ticker UN(UNUSD) | COM | 904784709 | $4.1K | 76,634 | 0.0% |
| Inphi Corp(IPHI) | COM | 45772F107 | $4.2K | 129,960 | 0.0% |
| Grifols SA(GRFS) | COM | 398438408 | $4.2K | 227,700 | 0.0% |
| Canadian National Railway Co(CNI) | COM | 136375102 | $4.3K | 58,000 | 0.0% |
| Natera, Inc(NTRA) | COM | 632307104 | $4.4K | 312,591 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $4.4K | 67,824 | 0.0% |
| United Parcel Service(UPS) | COM | 911312106 | $4.5K | 45,761 | 0.0% |
| Deciphera Pharmaceuticals Inc(DCPHEUR) | COM | 24344T101 | $4.5K | 213,769 | 0.0% |
| Smith & Nephew PLC - Sponsored(SNN) | COM | 83175M205 | $4.5K | 120,100 | 0.0% |
| Echo Global Logistics Inc(ECHO1EUR) | COM | 27875T101 | $4.5K | 221,980 | 0.0% |
| Fedex Corporation(FDX) | COM | 31428X106 | $4.6K | 28,408 | 0.0% |
| Summit Materials, Inc(7SU) | COM | 86614U100 | $4.6K | 371,439 | 0.0% |
| Mastercard Inc(MA) | COM | 57636Q104 | $4.8K | 25,186 | 0.0% |
| ABB LTD (SW)(ABJA) | COM | 000375204 | $5.0K | 260,960 | 0.0% |
| Greensky | COM | 39572G100 | $5.0K | 518,663 | 0.0% |
| Icici Bank Ltd. - Spon ADR (in(IBN) | COM | 45104G104 | $5.0K | 487,480 | 0.0% |
| John Bean Technologies(JBTM) | COM | 477839104 | $5.1K | 70,700 | 0.0% |
| Korn Ferry(KFY) | COM | 500643200 | $5.1K | 129,945 | 0.0% |
| Dollar General Corp(DG) | COM | 256677105 | $5.2K | 47,819 | 0.0% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $5.2K | 15,366 | 0.0% |
| Anheuser-Busch Companies Inc(BUD) | COM | 03524A108 | $5.2K | 79,311 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $5.2K | 85,310 | 0.0% |
| Acuity Brands Inc(AYI) | COM | 00508Y102 | $5.3K | 45,677 | 0.0% |
| Inspire Medical Systems Inc(INSP) | COM | 457730109 | $5.3K | 126,100 | 0.0% |
| Acacia Communications(ACIA) | COM | 00401C108 | $5.4K | 140,960 | 0.0% |
| Martin Marietta Materials Inc(MLM) | COM | 573284106 | $5.5K | 31,743 | 0.0% |
| Steven Madden, Ltd.(SHOO) | COM | 556269108 | $5.5K | 181,648 | 0.0% |
| AON PLC(AON) | COM | G0408V102 | $5.5K | 38,000 | 0.0% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $5.5K | 3,214 | 0.0% |
| Medidata Solutions Inc | COM | 58471A105 | $5.6K | 82,625 | 0.0% |
| Siteone Landscape Supply Inc(SITE) | COM | 82982L103 | $5.6K | 100,880 | 0.0% |
| Vmware Inc Class A(VMWEUR) | COM | 928563402 | $5.6K | 40,722 | 0.0% |
| Nike Inc(NKE) | COM | 654106103 | $5.6K | 75,414 | 0.0% |
| International Paper(IP) | COM | 460146103 | $5.6K | 138,805 | 0.0% |
| Staar Surgical Company(STAA) | COM | 852312305 | $5.6K | 176,485 | 0.0% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $5.9K | 315,835 | 0.0% |
| Taiwan Semiconductor MFG Co LT(TSM) | COM | 874039100 | $6.0K | 161,281 | 0.0% |
| Medtronic PLC(MDT) | COM | G5960L103 | $6.0K | 65,971 | 0.0% |
| Danaher Corp(DHR) | COM | 235851102 | $6.0K | 58,524 | 0.0% |
| Dycom Industries Inc(DY) | COM | 267475101 | $6.0K | 111,860 | 0.0% |
| Under Armour, Inc.(UA) | COM | 904311206 | $6.1K | 377,750 | 0.0% |
| Pluralsight, Inc | COM | 72941B106 | $6.1K | 261,010 | 0.0% |
| Trex Company, Inc(TREX) | COM | 89531P105 | $6.2K | 103,961 | 0.0% |