Q3 2017 Holdings
Filed 2017-11-13 | 265 holdings | $3.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Blackline Inc(BL) | COM | 09239B109 | $11.3M | 331,662 | 0.3% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $12.7M | 84,951 | 0.4% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $16.0M | 779,828 | 0.5% |
| BOX Inc(BOX) | CL A | 10316T104 | $17.9M | 929,041 | 0.5% |
| Autodesk Inc(ADSK) | COM | 052769106 | $22.4M | 199,169 | 0.6% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $30.1M | 1,325,734 | 0.9% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $35.3M | 1,548,152 | 1.0% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $35.6M | 372,958 | 1.0% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $48.1M | 557,642 | 1.4% |
| Cars COM Inc(CARS) | COM | 14575E105 | $114.6M | 4,308,123 | 3.3% |
| Arrow Electrs Inc(ARW) | COM | 042735100 | $148.9M | 1,851,293 | 4.3% |
| Autonation Inc(AN) | COM | 05329W102 | $237.6M | 5,005,656 | 6.9% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $338.0M | 10,051,730 | 9.8% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $1.1B | 36,313,516 | 30.7% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $1.3B | 7,333,611 | 36.8% |