Q1 2019 Holdings
Filed 2019-05-15 | 490 holdings | $2.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Grubhub Inc | COM | 400110102 | $96.9K | 1,394,961 | 0.0% |
| Five9 Inc(FIVN) | COM | 338307101 | $97.3K | 1,842,605 | 0.0% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $98.0K | 1,763,449 | 0.0% |
| Borgwarner Inc(BWA) | COM | 099724106 | $98.7K | 2,570,635 | 0.0% |
| Axalta Coating SYS LTD(AXTA) | COM | G0750C108 | $100.5K | 3,986,510 | 0.0% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $100.9K | 664,460 | 0.0% |
| Teradyne Inc(TER) | COM | 880770102 | $102.4K | 2,569,723 | 0.0% |
| First Data Corp New(FDC) | COM CL A | 32008D106 | $104.3K | 3,969,938 | 0.0% |
| Smith A O Corp(AOS) | COM | 831865209 | $105.0K | 1,968,536 | 0.0% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $106.2K | 1,465,266 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $106.3K | 437,531 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $108.0K | 681,647 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $108.1K | 987,211 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $110.3K | 813,886 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $110.9K | 900,406 | 0.0% |
| QTS Rlty TR Inc(QTS) | COM CL A | 74736A103 | $111.9K | 2,486,258 | 0.0% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $112.7K | 261,612 | 0.0% |
| Idex Corp(IEX) | COM | 45167R104 | $112.9K | 743,783 | 0.0% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $113.3K | 1,073,279 | 0.0% |
| Grand Canyon ED Inc(LOPE) | COM | 38526M106 | $114.5K | 999,487 | 0.0% |
| Harris Corp del | COM | 413875105 | $116.4K | 728,887 | 0.0% |
| Aptiv PLC(APTV) | SHS | G6095L109 | $116.6K | 1,466,679 | 0.0% |
| First REP BK SAN Francisco C(FRCB) | COM | 33616C100 | $116.9K | 1,164,050 | 0.0% |
| Lyondellbasell Industries N(LYB) | SHS - A - | N53745100 | $117.2K | 1,393,903 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $117.6K | 2,942,449 | 0.0% |
| Maxim Integrated Prods Inc(MXIM) | COM | 57772K101 | $119.4K | 2,245,676 | 0.0% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $121.6K | 695,181 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $123.6K | 1,038,003 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $123.6K | 627,440 | 0.0% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $124.2K | 972,521 | 0.0% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $124.5K | 2,042,989 | 0.0% |
| Dunkin Brands Group Inc(DNKN) | COM | 265504100 | $124.7K | 1,660,757 | 0.0% |
| Sprouts Fmrs MKT Inc(SFM) | COM | 85208M102 | $124.8K | 5,792,137 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $125.7K | 1,054,859 | 0.0% |
| TE Connectivity LTD(TEL) | REG SHS | H84989104 | $125.8K | 1,558,086 | 0.0% |
| Fortive Corp(FTV) | COM | 34959J108 | $126.3K | 1,505,559 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $127.5K | 73,073 | 0.0% |
| Middleby Corp(MIDD) | COM | 596278101 | $127.8K | 982,603 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $129.7K | 1,168,300 | 0.0% |
| Blackstone Group L P(BXUSD) | COM UNIT LTD | 09253U108 | $130.3K | 3,725,398 | 0.0% |
| Northrop Grumman Corp(NOC) | COM | 666807102 | $132.6K | 491,819 | 0.0% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $132.8K | 4,674,500 | 0.0% |
| Square Inc(XYZ) | CL A | 852234103 | $133.1K | 1,776,666 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $134.6K | 813,059 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $135.7K | 2,109,681 | 0.0% |
| Transunion(TRU) | COM | 89400J107 | $135.8K | 2,031,125 | 0.0% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $138.0K | 1,420,550 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $139.9K | 444,779 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $140.7K | 735,574 | 0.0% |
| Marketaxess Hldgs Inc(MKTX) | COM | 57060D108 | $145.7K | 591,969 | 0.0% |