Q1 2019 Holdings
Filed 2019-05-15 | 1364 holdings | $856.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bausch Health COS Inc(BHC) | COM | 071734107 | $18.4M | 743,679 | 2.1% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $20.1M | 785,730 | 2.3% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $20.6M | 287,652 | 2.4% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $21.2M | 249,599 | 2.5% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $23.7M | 616,675 | 2.8% |
| Centene Corp del(CNC) | COM | 15135B101 | $24.2M | 455,758 | 2.8% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $32.3M | 206,219 | 3.8% |
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $35.9M | 1,580,341 | 4.2% |
| Antero RES Corp(AR) | COM | 03674X106 | $38.9M | 4,409,061 | 4.5% |
| Carmax Inc(KMX) | COM | 143130102 | $48.1M | 689,725 | 5.6% |
| Autodesk Inc(ADSK) | COM | 052769106 | $66.6M | 427,529 | 7.8% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $69.9M | 546,043 | 8.2% |
| Align Technology Inc(ALGN) | COM | 016255101 | $82.0M | 288,411 | 9.6% |
| Autozone Inc(AZO) | COM | 053332102 | $91.0M | 88,848 | 10.6% |