Q1 2019 Holdings
Filed 2019-05-15 | 6896 holdings | $1.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $256.3M | 1,419,673 | 17.1% |
| Adobe Inc(ADBE) | COM | 00724F101 | $165.9M | 622,708 | 11.1% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $151.5M | 3,946,137 | 10.1% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $126.7M | 2,347,531 | 8.5% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $55.9M | 444,872 | 3.7% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $51.7M | 2,039,576 | 3.4% |
| Costco W3l Corp New(COST) | COM | 22160K105 | $49.5M | 204,675 | 3.3% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $42.6M | 122,901 | 2.8% |
| Conocophillips(COP) | COM | 20825C104 | $34.2M | 512,204 | 2.3% |
| Align Technology Inc(ALGN) | COM | 016255101 | $31.7M | 122,884 | 2.1% |
| Biogen Inc(BIIB) | COM | 09062X103 | $26.5M | 117,131 | 1.8% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $26.2M | 194,274 | 1.7% |
| Cars COM Inc(CARS) | COM | 14575E105 | $20.1M | 880,914 | 1.3% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $20.0M | 134,514 | 1.3% |
| Cubesmart(CUBE) | COM | 229663109 | $17.3M | 540,967 | 1.2% |
| Autodesk Inc(ADSK) | COM | 052769106 | $16.9M | 119,048 | 1.1% |
| Autozone Inc(AZO) | COM | 053332102 | $16.9M | 17,872 | 1.1% |
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $16.4M | 723,107 | 1.1% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $15.1M | 186,890 | 1.0% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $14.8M | 253,102 | 1.0% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $14.5M | 501,785 | 1.0% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $14.1M | 431,325 | 0.9% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $13.3M | 355,908 | 0.9% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $12.0M | 138,895 | 0.8% |
| Cullen Frost Bankers Inc(CFR) | COM | 229899109 | $10.5M | 112,310 | 0.7% |
| Cummins Inc(CMI) | COM | 231021106 | $9.8M | 62,016 | 0.7% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $9.2M | 153,175 | 0.6% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $8.9M | 355,342 | 0.6% |
| Curtiss Wright Corp(CW) | COM | 231561101 | $8.1M | 72,706 | 0.5% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $8.1M | 344,065 | 0.5% |
| DXC Technology Co(DXC) | COM | 23355L106 | $8.0M | 172,022 | 0.5% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $7.1M | 152,444 | 0.5% |
| Canada Goose Holdings Inc(GOOS) | S3 SUB VTG | 135086106 | $6.9M | 144,638 | 0.5% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $6.7M | 60,179 | 0.5% |
| Corporate Office Pptys TR(CDP) | SH BEN INT | 22002T108 | $6.6M | 248,611 | 0.4% |
| Centene Corp del(CNC) | COM | 15135B101 | $6.4M | 158,021 | 0.4% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $6.0M | 54,360 | 0.4% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $5.9M | 82,182 | 0.4% |
| Blackberry LTD(BB) | COM | 09228F103 | $5.9M | 598,937 | 0.4% |
| Corning Inc(GLW) | COM | 219350105 | $5.7M | 172,192 | 0.4% |
| Carmax Inc(KMX) | COM | 143130102 | $5.5M | 78,694 | 0.4% |
| BJS W3l Club Hldgs Inc(BJ) | COM | 05550J101 | $5.5M | 199,932 | 0.4% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $5.3M | 81,021 | 0.4% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $5.1M | 55,586 | 0.3% |
| Casella Waste SYS Inc(CWST) | CL A | 147448104 | $5.0M | 141,233 | 0.3% |
| Blackbaud Inc(BLKB) | COM | 09227Q100 | $4.4M | 55,547 | 0.3% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $4.4M | 48,219 | 0.3% |
| Caci Intl Inc(CACI) | CL A | 127190304 | $4.3M | 25,027 | 0.3% |
| Conduent Inc(CNDT) | COM | 206787103 | $4.2M | 321,958 | 0.3% |
| ADT Inc(ADT) | COM | 00090Q103 | $4.1M | 657,307 | 0.3% |