Q2 2019 Holdings
Filed 2019-08-08 | 106 holdings | $85.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cummins(CMI) | COM | 231021106 | $2.4M | 13,799 | 2.8% |
| Corteva, Inc.(CTVA) | COM | 22052L104 | $3.0M | 102,151 | 3.5% |
| Centene(CNC) | COM | 15135B101 | $16.7M | 319,048 | 19.5% |
| BioMarin Pharmaceuticals(BMRN) | COM | 09061G101 | $17.2M | 201,001 | 20.1% |
| Adobe Systems(ADBE) | COM | 00724F101 | $21.2M | 71,912 | 24.7% |
| Cisco Systems(CSCO) | COM | 17275R102 | $21.3M | 388,876 | 24.8% |