Q4 2018 Holdings
Filed 2019-02-13 | 388 holdings | $44.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Incorporated(ABBV) | COM | 00287Y109 | $712.0K | 7,728 | 1.6% |
| Chefs' Warehouse(CHEF) | COM | 163086101 | $1.0M | 32,140 | 2.3% |
| Ascendis Phrama A/S Spon ADR(ASND) | ADR | 04351P101 | $1.1M | 17,245 | 2.5% |
| Callaway Golf Company(CALY) | COM | 131193104 | $1.4M | 91,199 | 3.2% |
| Boot Barn Holdings Incorporate(BOOT) | COM | 099406100 | $1.4M | 82,864 | 3.2% |
| Alarm.com Holdings Incorporate(ALRM) | COM | 011642105 | $2.0M | 38,643 | 4.6% |
| Alibaba Group Holding(BABA) | ADR | 01609W102 | $2.5M | 17,899 | 5.6% |
| Ciena Corporation(CIEN) | COM | 171779309 | $2.7M | 80,143 | 6.2% |
| Chart Industries Incorporated(GTLS) | COM | 16115Q308 | $3.0M | 45,381 | 6.7% |
| BlackLine Incorporated(BL) | COM | 09239B109 | $3.7M | 90,748 | 8.4% |
| Chegg Incorporated(CHGG) | COM | 163092109 | $4.0M | 141,124 | 9.1% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $13.3M | 306,197 | 30.2% |