Q2 2019 Holdings
Filed 2019-08-09 | 286 holdings | $3.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $96.1K | 1,082,772 | 0.0% |
| Tencent Music Entmt Group(TME) | SPON ADS | 88034P109 | $97.3K | 6,492,665 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $97.9K | 773,203 | 0.0% |
| Ryder SYS Inc(R) | COM | 783549108 | $100.0K | 1,715,506 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $102.0K | 898,413 | 0.0% |
| Axalta Coating SYS LTD(AXTA) | COM | G0750C108 | $103.7K | 3,482,354 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $105.3K | 531,845 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $107.4K | 586,696 | 0.0% |
| Kroger Co(KR) | COM | 501044101 | $107.5K | 4,952,999 | 0.0% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $109.1K | 889,030 | 0.0% |
| Cintas Corp(CTAS) | COM | 172908105 | $111.1K | 468,322 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $111.6K | 604,113 | 0.0% |
| Kirby Corp(KEX) | COM | 497266106 | $112.3K | 1,421,048 | 0.0% |
| Block H & R Inc(HRB) | COM | 093671105 | $114.3K | 3,901,410 | 0.0% |
| Omnicom Group Inc(OMC) | COM | 681919106 | $115.5K | 1,409,435 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $115.8K | 543,171 | 0.0% |
| Suntrust BKS Inc | COM | 867914103 | $117.1K | 1,863,625 | 0.0% |
| Gentex Corp(GNTX) | COM | 371901109 | $118.6K | 4,818,668 | 0.0% |
| Thor Inds Inc(THO) | COM | 885160101 | $119.8K | 2,049,243 | 0.0% |
| Canadian PAC RY LTD | COM | 13645T100 | $122.6K | 521,322 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $124.1K | 755,836 | 0.0% |
| Trimble Inc(TRMB) | COM | 896239100 | $124.2K | 2,753,332 | 0.0% |
| Nice LTD(NSY) | SPONSORED ADR | 653656108 | $125.3K | 914,636 | 0.0% |
| Amerco(UHAL) | COM | 023586100 | $126.6K | 334,379 | 0.0% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $127.0K | 825,468 | 0.0% |
| Q2 Hldgs Inc(QTWO) | COM | 74736L109 | $127.9K | 1,674,348 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $130.2K | 722,298 | 0.0% |
| M & T BK Corp(MTB) | COM | 55261F104 | $131.1K | 770,590 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $131.7K | 505,543 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $131.8K | 3,458,026 | 0.0% |
| Servicemaster Global Hldgs I | COM | 81761R109 | $132.7K | 2,547,052 | 0.0% |
| Torchmark Corp | COM | 891027104 | $132.7K | 1,483,180 | 0.0% |
| Broadridge Finl Solutions in(BR) | COM | 11133T103 | $134.4K | 1,052,365 | 0.0% |
| Cognex Corp(CGNX) | COM | 192422103 | $135.1K | 2,815,493 | 0.0% |
| West Pharmaceutical Svsc Inc(WST) | COM | 955306105 | $135.8K | 1,084,824 | 0.0% |
| Hasbro Inc(HAS) | COM | 418056107 | $138.8K | 1,313,534 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $141.1K | 4,248,869 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $143.9K | 235,282 | 0.0% |
| Jacobs Engr Group Inc(JECUSD) | COM | 469814107 | $145.2K | 1,720,131 | 0.0% |
| GCI Liberty Inc(GLIBAEUR) | COM CLASS A | 36164V305 | $149.9K | 2,438,778 | 0.0% |
| Nutrien LTD(NTR) | COM | 67077M108 | $150.0K | 2,806,626 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $155.2K | 1,374,842 | 0.0% |
| Fluor Corp New(FLR) | COM | 343412102 | $161.6K | 4,797,146 | 0.0% |
| Teledyne Technologies Inc(TDY) | COM | 879360105 | $162.5K | 593,410 | 0.0% |
| CBS Corp New | CL B | 124857202 | $165.0K | 3,307,377 | 0.0% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $169.7K | 816,330 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $172.5K | 1,181,247 | 0.0% |
| Canadian Natl RY Co(CNI) | COM | 136375102 | $188.4K | 2,037,559 | 0.0% |
| First Solar Inc(FSLR) | COM | 336433107 | $189.1K | 2,879,137 | 0.0% |
| Synchrony Finl(SYF) | COM | 87165B103 | $194.6K | 5,612,266 | 0.0% |