Q3 2019 Holdings
Filed 2019-11-14 | 319 holdings | $134.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Athene Hldg LTD | CL A | G0684D107 | $196.4K | 4,668,767 | 0.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $3.0M | 10,520 | 2.2% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $3.8M | 19,198 | 2.8% |
| Carmax Inc(KMX) | COM | 143130102 | $7.3M | 83,187 | 5.4% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $22.4M | 911,507 | 16.6% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $33.5M | 497,050 | 24.8% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $60.8M | 2,119,420 | 45.1% |