Q4 2018 Holdings
Filed 2019-01-25 | 777 holdings | $288.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $918.0K | 10,783 | 0.3% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $923.0K | 15,125 | 0.3% |
| DXC Technology Co(DXC) | COM | 23355L106 | $1.0M | 18,972 | 0.3% |
| Align Technology Inc(ALGN) | COM | 016255101 | $1.1M | 5,052 | 0.4% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $1.1M | 62,247 | 0.4% |
| Cummins Inc(CMI) | COM | 231021106 | $1.4M | 10,117 | 0.5% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $1.6M | 21,505 | 0.5% |
| Autozone Inc(AZO) | COM | 053332102 | $1.6M | 1,900 | 0.6% |
| Corning Inc(GLW) | COM | 219350105 | $1.6M | 54,122 | 0.6% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $1.8M | 11,215 | 0.6% |
| Autodesk Inc(ADSK) | COM | 052769106 | $1.9M | 14,593 | 0.7% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $2.1M | 26,814 | 0.7% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $2.2M | 98,011 | 0.8% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $3.2M | 11,091 | 1.1% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $3.2M | 29,747 | 1.1% |
| Biogen Inc(BIIB) | COM | 09062X103 | $4.1M | 13,475 | 1.4% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $4.4M | 27,048 | 1.5% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $4.7M | 131,716 | 1.6% |
| Conocophillips(COP) | COM | 20825C104 | $5.9M | 94,288 | 2.0% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $7.5M | 36,925 | 2.6% |
| Adobe Inc(ADBE) | COM | 00724F101 | $9.1M | 40,124 | 3.1% |
| Cubesmart(CUBE) | COM | 229663109 | $9.9M | 345,609 | 3.4% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $11.2M | 121,714 | 3.9% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $16.9M | 389,570 | 5.9% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $43.0M | 989,997 | 14.9% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $57.8M | 2,542,325 | 20.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $77.3M | 563,880 | 26.8% |