Q4 2018 Holdings
Filed 2019-02-14 | 487 holdings | $2.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $129.2K | 1,184,145 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $129.6K | 1,217,480 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $132.4K | 966,991 | 0.0% |
| Sprouts Fmrs MKT Inc(SFM) | COM | 85208M102 | $133.0K | 5,659,001 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $133.7K | 1,298,555 | 0.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $135.8K | 1,167,913 | 0.0% |
| Marathon Pete Corp(MPC) | COM | 56585A102 | $144.3K | 2,445,580 | 0.0% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $148.0K | 950,905 | 0.0% |
| Semtech Corp(SMTC) | COM | 816850101 | $149.6K | 3,262,450 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $153.1K | 522,645 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $156.6K | 1,132,754 | 0.0% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $157.2K | 1,883,718 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $170.6K | 2,555,220 | 0.0% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $172.1K | 398,526 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $172.1K | 643,074 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $172.4K | 530,420 | 0.0% |
| V F Corp(VFC) | COM | 918204108 | $174.2K | 2,442,230 | 0.0% |
| Verisk Analytics Inc(VRSK) | COM | 92345Y106 | $177.9K | 1,631,578 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $182.0K | 3,236,399 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $184.2K | 571,267 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $186.8K | 2,005,080 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $189.1K | 3,498,062 | 0.0% |
| Citigroup Inc(C) | COM NEW | 172967424 | $192.2K | 3,692,290 | 0.0% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $202.2K | 2,811,896 | 0.0% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $202.4K | 826,811 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $205.7K | 4,345,192 | 0.0% |
| HP Inc(HPQ) | COM | 40434L105 | $210.0K | 10,265,677 | 0.0% |
| Danaher Corp del(DHR) | COM | 235851102 | $216.5K | 2,099,470 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $222.8K | 1,699,949 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $237.1K | 905,470 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $242.1K | 2,633,670 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $252.7K | 527,679 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $253.1K | 2,593,055 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $254.3K | 3,023,852 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $255.6K | 3,239,426 | 0.0% |
| Cypress Semiconductor Corp(CYEUR) | COM | 232806109 | $260.0K | 20,439,483 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $261.5K | 2,794,458 | 0.0% |
| Intuit(INTU) | COM | 461202103 | $267.5K | 1,358,759 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $269.2K | 3,631,112 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $274.7K | 1,598,563 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $275.9K | 8,694,546 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $279.1K | 5,321,753 | 0.0% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $283.3K | 839,887 | 0.0% |
| WNS Holdings LTD(WNSN) | SPON ADR | 92932M101 | $321.0K | 7,779,730 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $330.6K | 1,752,234 | 0.0% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $354.7K | 4,316,330 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $355.8K | 3,911,572 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $359.8K | 2,171,057 | 0.0% |
| Cummins Inc(CMI) | COM | 231021106 | $364.0K | 2,720 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $376.2K | 363,278 | 0.0% |