Q4 2020 Holdings
Filed 2021-02-12 | 378 holdings | $102.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Artisan Partners Asset Managem(APAM) | COM | 04316A108 | $1.2M | 24,255 | 1.2% |
| Autozone(AZO) | COM | 053332102 | $1.6M | 1,352 | 1.6% |
| Constellation Brands Inc(STZ) | COM | 21036P108 | $1.9M | 8,735 | 1.9% |
| Ascendis Phrama A/S Spon ADR(ASND) | ADR | 04351P101 | $2.5M | 15,276 | 2.5% |
| Chegg Incorporated(CHGG) | COM | 163092109 | $2.7M | 29,710 | 2.6% |
| Cerence Incorporated(CRNC) | COM | 156727109 | $3.3M | 32,515 | 3.2% |
| Callaway Golf Company(CALY) | COM | 131193104 | $3.8M | 159,943 | 3.7% |
| BlackLine Incorporated(BL) | COM | 09239B109 | $4.3M | 32,464 | 4.2% |
| Arrow Electronics Incorporated(ARW) | COM | 042735100 | $6.3M | 64,293 | 6.1% |
| Addus Homecare Corp.(ADUS) | COM | 006739106 | $9.5M | 81,072 | 9.2% |
| Accel Entertainment Inc(ACEL) | COM | 00436Q106 | $10.8M | 1,067,170 | 10.5% |
| Dr Horton(DHI) | COM | 23331A109 | $12.5M | 181,776 | 12.2% |
| Abbvie Incorporated(ABBV) | COM | 00287Y109 | $16.7M | 155,598 | 16.2% |
| Cummins Engine(CMI) | COM | 231021106 | $17.9M | 78,666 | 17.4% |