Q2 2017 Holdings
Filed 2017-08-14 | 4726 holdings | $151.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $34.4M | 2,758,161 | 22.8% |
| Blackberry LTD(BB) | COM | 09228F103 | $26.6M | 2,659,596 | 17.6% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $21.7M | 154,286 | 14.4% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $17.5M | 51,838 | 11.6% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $7.9M | 281,806 | 5.2% |
| Align Technology Inc(ALGN) | COM | 016255101 | $4.9M | 32,610 | 3.2% |
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $2.8M | 178,238 | 1.9% |
| Autodesk Inc(ADSK) | COM | 052769106 | $2.7M | 26,762 | 1.8% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $2.3M | 74,739 | 1.5% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $2.2M | 27,142 | 1.4% |
| Carmax Inc(KMX) | COM | 143130102 | $2.0M | 32,442 | 1.4% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $1.9M | 69,897 | 1.3% |
| Coeur MNG Inc(CDE) | COM NEW | 192108504 | $1.8M | 209,473 | 1.2% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $1.5M | 101,674 | 1.0% |
| Aurinia Pharmaceuticals Inc(AUPH) | COM | 05156V102 | $1.4M | 235,467 | 1.0% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $1.1M | 21,887 | 0.7% |
| Biogen Inc(BIIB) | COM | 09062X103 | $1.1M | 3,969 | 0.7% |
| Corecivic Inc(CXW) | COM | 21871N101 | $625.0K | 22,677 | 0.4% |
| Cerus Corp(CERS) | COM | 157085101 | $595.0K | 237,019 | 0.4% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $573.0K | 33,685 | 0.4% |
| Applied Optoelectronics Inc(AAOI) | COM | 03823U102 | $513.0K | 8,307 | 0.3% |
| Crocs Inc(CROX) | COM | 227046109 | $413.0K | 53,512 | 0.3% |
| Century Alum Co(CENX) | COM | 156431108 | $352.0K | 22,575 | 0.2% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $337.0K | 5,371 | 0.2% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $330.0K | 27,260 | 0.2% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $299.0K | 23,441 | 0.2% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $270.0K | 8,049 | 0.2% |
| Chegg Inc(CHGG) | COM | 163092109 | $269.0K | 21,873 | 0.2% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $247.0K | 6,789 | 0.2% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $244.0K | 2,683 | 0.2% |
| BOX Inc(BOX) | CL A | 10316T104 | $228.0K | 12,485 | 0.2% |
| Ballard PWR SYS Inc New(BLDP) | COM | 058586108 | $181.0K | 62,316 | 0.1% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $172.0K | 11,232 | 0.1% |
| Arrowhead Pharmaceuticals in(ARWR) | COM | 04280A100 | $171.0K | 105,588 | 0.1% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $170.0K | 1,846 | 0.1% |
| Consumer Portfolio Svcs Inc(CPSS) | COM | 210502100 | $165.0K | 36,215 | 0.1% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $147.0K | 14,765 | 0.1% |
| Tesla IncPut | COM | 88160R951 | $142.3K | 393,500 | 0.1% |
| Callaway Golf Co(CALY) | COM | 131193104 | $141.0K | 11,023 | 0.1% |
| Cars COM Inc(CARS) | COM | 14575E105 | $120.0K | 4,505 | 0.1% |
| Beazer Homes USA Inc(BZH) | COM NEW | 07556Q881 | $109.0K | 7,940 | 0.1% |
| JD COM IncCall | SPON ADR CL A | 47215P906 | $104.6K | 2,667,400 | 0.1% |
| Broadwind Energy Inc(BWEN) | COM NEW | 11161T207 | $99.0K | 19,549 | 0.1% |
| Celadon Group Inc(CGIP) | COM | 150838100 | $99.0K | 31,560 | 0.1% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $99.0K | 6,891 | 0.1% |
| Tesla IncCall | COM | 88160R901 | $90.1K | 249,300 | 0.1% |
| Anavex Life Sciences Corp(AVXL) | COM NEW | 032797300 | $89.0K | 16,811 | 0.1% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $85.0K | 3,851 | 0.1% |
| Autonation Inc(AN) | COM | 05329W102 | $84.0K | 1,986 | 0.1% |
| Corcept Therapeutics Inc(CORT) | COM | 218352102 | $82.0K | 6,926 | 0.1% |