Q2 2017 Holdings
Filed 2017-08-11 | 511 holdings | $74.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Aurinia Pharmaceuticals Inc(AUPH) | COM | 05156V102 | $2.1M | 350,000 | 2.9% |
| Coty Inc(COTY) | CL A | 222070203 | $3.0M | 160,000 | 4.0% |
| American Axle & MFG Hldgs in(DCH) | COM | 024061103 | $3.4M | 215,549 | 4.5% |
| Carmax Inc(KMX) | COM | 143130102 | $3.4M | 54,444 | 4.6% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $3.5M | 35,000 | 4.8% |
| Alibaba Group Hldg LTD(BABA) | ADS | 01609W102 | $7.4M | 52,870 | 10.0% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $8.7M | 96,000 | 11.7% |
| Callaway Golf Co(CALY) | COM | 131193104 | $9.3M | 730,571 | 12.6% |
| Biogen Inc(BIIB) | COM | 09062X103 | $9.5M | 35,000 | 12.8% |
| Chartermunications Inc N(CHTR) | CL A | 16119P108 | $10.1M | 30,000 | 13.6% |