Q1 2019 Holdings
Filed 2019-05-15 | 14 holdings | $2.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Syneos Health Inc.(8IN) | COM | 87166B102 | $1.2M | 22,413,317 | 43.7% |
| Lululemon Athletica, Inc.(LULU) | COM | 550021109 | $836.6K | 5,105,279 | 31.5% |
| NCS MultiStage | COM | 628877102 | $153.2K | 29,568,536 | 5.8% |
| Transdigm Group Inc.(TDG) | COM | 893641100 | $99.5K | 219,075 | 3.7% |
| Expedia Inc(EXPE) | COM | 30212P303 | $71.3K | 598,866 | 2.7% |
| StoneCo Ltd. A(STNE) | COM | G85158106 | $63.9K | 1,553,202 | 2.4% |
| Kinder Morgan Inc(KMI) | COM | 49456B101 | $48.6K | 2,429,480 | 1.8% |
| Envestnet Inc(ENVUSD) | COM | 29404K106 | $45.2K | 691,901 | 1.7% |
| Cheniere Energy Inc(LNG) | COM | 16411R208 | $44.6K | 652,855 | 1.7% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $37.3K | 652,082 | 1.4% |
| Five Below(FIVE) | COM | 33829M101 | $34.2K | 275,466 | 1.3% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $24.2K | 188,000 | 0.9% |
| Etrade Financial Corp(ETRA) | COM | 269246401 | $19.2K | 412,519 | 0.7% |
| Shutterfly Inc | COM | 825689304 | $16.1K | 397,086 | 0.6% |