Q3 2018 Holdings
Filed 2018-11-14 | 356 holdings | $369.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Equifax Inc(EFX) | COM | 294429105 | $66.1K | 506,411 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $68.7K | 612,946 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $70.2K | 368,534 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $71.6K | 269,307 | 0.0% |
| SVB Finl Group(SIVBEUR) | COM | 78486Q101 | $72.9K | 234,444 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $73.5K | 1,047,004 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $74.5K | 37,170 | 0.0% |
| Broadcom Inc(AVGO)Call | COM | 11135F101 | $77.1K | 312,500 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $79.8K | 326,795 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $81.6K | 1,150,037 | 0.0% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $89.3K | 1,105,761 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $99.9K | 83,746 | 0.0% |
| Sealed AIR Corp New(SEE) | COM | 81211K100 | $106.3K | 2,648,449 | 0.0% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $107.5K | 643,715 | 0.0% |
| Twenty First Centy FOX Inc | CL B | 90130A200 | $124.0K | 2,705,437 | 0.0% |
| LPL Finl Hldgs Inc(LPLA) | COM | 50212V100 | $134.7K | 2,088,557 | 0.0% |
| Athene Hldg LTD | CL A | G0684D107 | $152.3K | 2,948,201 | 0.0% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $16.7M | 70,906 | 4.5% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $32.3M | 837,837 | 8.7% |
| DXC Technology Co(DXC) | COM | 23355L106 | $42.1M | 450,066 | 11.4% |
| Biogen Inc(BIIB) | COM | 09062X103 | $65.1M | 184,251 | 17.6% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $85.2M | 523,141 | 23.1% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $123.8M | 573,973 | 33.5% |