Q3 2018 Holdings
Filed 2018-11-13 | 272 holdings | $2.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Medtronic PLC(MDT) | SHS | G5960L103 | $2.2M | 22,798,116 | 0.1% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $6.2M | 56,086 | 0.2% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $8.4M | 26,980 | 0.3% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $16.4M | 231,672 | 0.6% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $17.7M | 232,808 | 0.7% |
| Blackberry LTD(BB) | COM | 09228F103 | $26.6M | 2,333,563 | 1.0% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $31.4M | 192,743 | 1.2% |
| Chegg Inc(CHGG) | COM | 163092109 | $57.7M | 2,028,982 | 2.2% |
| Curtiss Wright Corp(CW) | COM | 231561101 | $58.6M | 426,699 | 2.2% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $66.0M | 559,922 | 2.5% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $66.6M | 2,367,492 | 2.5% |
| Blackline Inc(BL) | COM | 09239B109 | $69.4M | 1,229,031 | 2.6% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $73.4M | 1,507,969 | 2.8% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $117.2M | 711,134 | 4.4% |
| Arrow Electrs Inc(ARW) | COM | 042735100 | $118.5M | 1,607,189 | 4.4% |
| Align Technology Inc(ALGN) | COM | 016255101 | $129.3M | 330,396 | 4.8% |
| BOX Inc(BOX) | CL A | 10316T104 | $155.6M | 6,507,495 | 5.8% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $168.7M | 5,460,048 | 6.3% |
| Autonation Inc(AN) | COM | 05329W102 | $218.0M | 5,247,500 | 8.2% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $255.4M | 3,956,454 | 9.6% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $955.8M | 24,825,387 | 35.8% |