Q1 2019 Holdings
Filed 2019-05-07 | 104 holdings | $81.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Centene Corporation(CNC) | COM | 15135B101 | $15.4M | 290,064 | 18.8% |
| BioMarin Pharmaceuticals(BMRN) | COM | 09061G101 | $19.6M | 220,087 | 23.9% |
| Adobe Systems(ADBE) | COM | 00724F101 | $19.8M | 74,362 | 24.2% |
| Cisco Systems(CSCO) | COM | 17275R102 | $21.0M | 389,326 | 25.7% |