Q2 2018 Holdings
Filed 2018-08-14 | 514 holdings | $59.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $705.0K | 2,429 | 1.2% |
| Akebia Therapeutics Inc(AKBA) | COM | 00972D105 | $727.0K | 72,879 | 1.2% |
| BJS Whsl Club Hldgs Inc(BJ) | COM | 05550J101 | $1.4M | 58,176 | 2.3% |
| Credit Suisse Asset Mgmt Inc(CIK) | COM | 224916106 | $1.4M | 435,967 | 2.3% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.4M | 15,556 | 2.4% |
| Autonation Inc(AN) | COM | 05329W102 | $1.5M | 30,430 | 2.5% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $1.7M | 28,905 | 2.8% |
| Crocs Inc(CROX) | COM | 227046109 | $4.0M | 224,593 | 6.6% |
| Callaway Golf Co(CALY) | COM | 131193104 | $4.0M | 209,330 | 6.6% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $4.2M | 121,049 | 7.0% |
| Carmax Inc(KMX) | COM | 143130102 | $4.5M | 61,244 | 7.5% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $6.1M | 29,150 | 10.2% |
| Autozone Inc(AZO) | COM | 053332102 | $7.6M | 11,360 | 12.7% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $13.5M | 126,214 | 22.6% |