Q1 2018 Holdings
Filed 2018-05-10 | 267 holdings | $2.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Arch Cap Group LTD(ACGL) | ORD | G0450A105 | $1.5M | 18,101,906 | 0.1% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $1.8M | 22,504,041 | 0.1% |
| Chegg Inc(CHGG) | COM | 163092109 | $30.4M | 1,469,714 | 1.5% |
| Blackline Inc(BL) | COM | 09239B109 | $32.7M | 834,291 | 1.6% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $34.9M | 1,043,516 | 1.7% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $38.6M | 290,193 | 1.9% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $41.9M | 1,767,214 | 2.1% |
| Curtiss Wright Corp(CW) | COM | 231561101 | $45.3M | 335,180 | 2.2% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $51.5M | 516,107 | 2.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $57.8M | 1,347,531 | 2.9% |
| Align Technology Inc(ALGN) | COM | 016255101 | $72.3M | 287,830 | 3.6% |
| Arrow Electrs Inc(ARW) | COM | 042735100 | $133.5M | 1,733,738 | 6.6% |
| BOX Inc(BOX) | CL A | 10316T104 | $137.5M | 6,688,587 | 6.8% |
| Autonation Inc(AN) | COM | 05329W102 | $229.9M | 4,913,928 | 11.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $337.7M | 1,839,816 | 16.7% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $729.6M | 26,704,378 | 36.1% |