Q1 2017 Holdings
Filed 2017-04-28 | 755 holdings | $315.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $15.2M | 160,684 | 4.8% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $19.5M | 576,401 | 6.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $37.0M | 343,174 | 11.7% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $37.5M | 1,193,497 | 11.9% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $106.2M | 2,124,070 | 33.7% |