Q2 2017 Holdings
Filed 2017-08-14 | 899 holdings | $8.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Corning Inc(GLW) | COM | 219350105 | $291.0K | 9,700 | 3.3% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $297.0K | 2,100 | 3.4% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $300.0K | 9,810 | 3.4% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $301.0K | 9,000 | 3.4% |
| D R Horton Inc(DHI) | COM | 23331A109 | $308.0K | 8,900 | 3.5% |
| Biogen Inc(BIIB) | COM | 09062X103 | $325.0K | 1,220 | 3.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $349.0K | 4,810 | 4.0% |
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $902.0K | 106,712 | 10.3% |
| Corcept Therapeutics Inc(CORT) | COM | 218352102 | $1.1M | 90,300 | 12.2% |
| Axcelis Technologies Inc(ACLS) | COM | 054540208 | $1.1M | 51,200 | 12.3% |
| Casella Waste SYS Inc(CWST) | COM | 147448104 | $1.2M | 73,900 | 13.9% |
| Artisan Partners Asset Mgmt(APAM) | COM | 04316A108 | $1.4M | 47,440 | 16.6% |