Q2 2018 Holdings
Filed 2018-08-10 | 270 holdings | $2.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $1.4M | 5,963,792 | 0.1% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $1.6M | 30,716,677 | 0.1% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $2.0M | 23,443,933 | 0.1% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $5.8M | 87,111 | 0.2% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $38.3M | 254,751 | 1.6% |
| Curtiss Wright Corp(CW) | COM | 231561101 | $40.2M | 337,617 | 1.7% |
| Chegg Inc(CHGG) | COM | 163092109 | $41.1M | 1,479,400 | 1.7% |
| Blackline Inc(BL) | COM | 09239B109 | $49.5M | 1,140,378 | 2.1% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $53.3M | 519,581 | 2.2% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $54.2M | 2,196,781 | 2.3% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $60.4M | 1,402,579 | 2.5% |
| Align Technology Inc(ALGN) | COM | 016255101 | $119.1M | 348,027 | 5.0% |
| Arrow Electrs Inc(ARW) | COM | 042735100 | $125.4M | 1,666,308 | 5.3% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $129.5M | 2,199,702 | 5.4% |
| BOX Inc(BOX) | CL A | 10316T104 | $133.1M | 5,324,465 | 5.6% |
| Autonation Inc(AN) | COM | 05329W102 | $243.7M | 5,015,761 | 10.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $412.4M | 2,222,856 | 17.3% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $828.4M | 25,332,660 | 34.8% |