Q3 2018 Holdings
Filed 2018-10-31 | 270 holdings | $10.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $5.6K | 70,462 | 0.1% |
| Hunt J B Trans Svcs Inc(JBHT) | COM | 445658107 | $7.7K | 63,063 | 0.1% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $7.9K | 28,809 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $8.2K | 155,939 | 0.1% |
| Illumina Inc(ILMN) | COM | 452327109 | $8.6K | 30,717 | 0.1% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $8.7K | 35,629 | 0.1% |
| Boeing Co(BA) | COM | 097023105 | $8.9K | 26,577 | 0.1% |
| Cintas Corp(CTAS) | COM | 172908105 | $9.2K | 49,792 | 0.1% |
| Verisk Analytics Inc(VRSK) | COM | 92345Y106 | $9.3K | 86,247 | 0.1% |
| Fiserv Inc(FISV) | COM | 337738108 | $9.3K | 125,374 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $9.9K | 25,275 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $10.4K | 78,821 | 0.1% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $12.2K | 246,041 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $14.5K | 291,019 | 0.1% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $14.9K | 345,285 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $15.6K | 158,130 | 0.1% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $269.0K | 7,020 | 2.5% |
| Arcbest Corp(ARCB) | COM | 03937C105 | $373.0K | 8,163 | 3.5% |
| Brown & Brown Inc(BRO) | COM | 115236101 | $387.0K | 13,964 | 3.6% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $9.3M | 126,531 | 86.8% |