Q4 2019 Holdings
Filed 2020-02-10 | 1547 holdings | $486.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Curtiss Wright Corp(CW) | COM | 231561101 | $18.1M | 128,738 | 3.7% |
| Clean Harbor Inc(CLH) | COM | 184496107 | $21.1M | 245,686 | 4.3% |
| Akamai Technologies(AKAM) | COM | 00971T101 | $24.0M | 277,276 | 4.9% |
| Consolidated Edison(ED) | COM | 209115104 | $26.6M | 294,426 | 5.5% |
| Autozone Inc(AZO) | COM | 053332102 | $31.0M | 26,039 | 6.4% |
| Cadence Design System(CDNS) | COM | 127387108 | $42.6M | 613,540 | 8.8% |
| Darden Restaurants(DRI) | COM | 237194105 | $50.5M | 462,821 | 10.4% |
| Adobe Inc(ADBE) | COM | 00724F101 | $62.5M | 189,453 | 12.9% |