Q2 2018 Holdings
Filed 2018-08-14 | 824 holdings | $59.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $766.0K | 8,136 | 1.3% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $785.0K | 11,921 | 1.3% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $861.0K | 19,872 | 1.4% |
| Cbre Group Inc(CBRE) | COM | 12504L109 | $918.0K | 19,229 | 1.5% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $928.0K | 44,731 | 1.6% |
| Chefs Whse Inc(CHEF) | COM | 163086101 | $1.0M | 36,762 | 1.8% |
| Advansix Inc(ASIX) | COM | 00773T101 | $1.0M | 28,620 | 1.8% |
| Corcept Therapeutics Inc(CORT) | COM | 218352102 | $1.1M | 68,334 | 1.8% |
| DXC Technology Co(DXC) | COM | 23355L106 | $1.1M | 13,687 | 1.9% |
| ANI Pharmaceuticals Inc(ANIP) | COM | 00182C103 | $1.2M | 18,546 | 2.1% |
| Autozone Inc(AZO) | COM | 053332102 | $1.3M | 1,872 | 2.1% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $1.3M | 32,954 | 2.2% |
| Autodesk Inc(ADSK) | COM | 052769106 | $1.4M | 10,900 | 2.4% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $1.4M | 24,464 | 2.4% |
| Constellation Brands Inc(STZ) | COM | 21036P108 | $2.5M | 11,215 | 4.1% |
| Biogen Inc(BIIB) | COM | 09062X103 | $2.5M | 8,479 | 4.1% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $3.1M | 29,033 | 5.3% |
| Conocophillips(COP) | COM | 20825C104 | $3.2M | 45,680 | 5.3% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $3.6M | 14,767 | 6.0% |
| Alibaba Group Hldg LTD(BABA) | COM | 01609W102 | $3.7M | 20,102 | 6.2% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $5.0M | 54,428 | 8.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $11.2M | 259,290 | 18.7% |