Q1 2023 Holdings
Filed 2023-05-15 | 18 holdings | $172.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $28.8M | 100,000 | 16.8% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $18.5M | 370,000 | 10.8% |
| Inmode LTD(INMD) | SHS | M5425M103 | $15.5M | 485,000 | 9.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $13.0M | 37,500 | 7.5% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $9.7M | 35,000 | 5.7% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $9.2M | 150,000 | 5.4% |
| Visa Inc(V) | COM CL A | 92826C839 | $9.0M | 40,000 | 5.2% |
| Ferrari N V(RACE) | COM | N3167Y103 | $8.1M | 30,000 | 4.7% |
| Repligen Corp(RGEN) | COM | 759916109 | $7.7M | 46,000 | 4.5% |
| Danaher Corporation(DHR) | COM | 235851102 | $7.3M | 29,000 | 4.3% |
| Energy Recovery Inc(ERII) | COM | 29270J100 | $6.9M | 300,000 | 4.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $6.1M | 52,500 | 3.5% |
| Gallagher Arthur J & Co(AJG) | COM | 363576109 | $5.7M | 30,000 | 3.3% |
| Option Care Health Inc(OPCH) | COM NEW | 68404L201 | $5.7M | 180,000 | 3.3% |
| Inspire MED SYS Inc(INSP) | COM | 457730109 | $5.6M | 24,000 | 3.3% |
| Cheniere Energy Inc(LNG) | COM NEW | 16411R208 | $5.5M | 35,000 | 3.2% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $5.4M | 12,000 | 3.1% |
| Cytek Biosciences Inc(CTKB) | COM | 23285D109 | $4.0M | 435,900 | 2.3% |