Q2 2017 Holdings
Filed 2017-08-11 | 260 holdings | $3.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $33.8M | 1,342,622 | 1.1% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $35.1M | 1,567,779 | 1.1% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $43.6M | 564,746 | 1.4% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $44.3M | 481,132 | 1.4% |
| Cars COM Inc(CARS) | COM | 14575E105 | $120.6M | 4,527,660 | 3.8% |
| Arrow Electrs Inc(ARW) | COM | 042735100 | $208.8M | 2,662,823 | 6.5% |
| Autonation Inc(AN) | COM | 05329W102 | $218.5M | 5,181,954 | 6.8% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $331.4M | 10,588,653 | 10.4% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $1.0B | 36,654,609 | 31.8% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $1.1B | 7,601,471 | 33.6% |