Q1 2020 Holdings
Filed 2020-05-12 | 301 holdings | $4.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $42.1K | 222,228 | 0.0% |
| Sysco Corp(SYY) | COM | 871829107 | $42.5K | 931,366 | 0.0% |
| Realpage Inc(RP) | COM | 75606N109 | $43.3K | 818,069 | 0.0% |
| Acceleron Pharma Inc(XLRN) | COM | 00434H108 | $45.8K | 509,450 | 0.0% |
| Tenaris S A(TS) | SPONSORED ADS | 88031M109 | $45.9K | 3,808,382 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $46.0K | 690,004 | 0.0% |
| Viacomcbs Inc(0VVB) | CL B | 92556H206 | $46.3K | 3,301,352 | 0.0% |
| News Corp New(NWSA) | CL A | 65249B109 | $46.3K | 5,163,703 | 0.0% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $46.4K | 171,902 | 0.0% |
| Block H & R Inc(HRB) | COM | 093671105 | $47.3K | 3,358,111 | 0.0% |
| Blackstone Group Inc(BX) | COM CL A | 09260D107 | $47.8K | 1,048,851 | 0.0% |
| BOK Finl Corp(BOKF) | COM NEW | 05561Q201 | $48.6K | 1,142,196 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $49.3K | 503,731 | 0.0% |
| Pinnacle Finl Partners Inc | COM | 72346Q104 | $50.0K | 1,332,314 | 0.0% |
| Kirby Corp(KEX) | COM | 497266106 | $52.5K | 1,206,770 | 0.0% |
| Avalara Inc(AVLRUSD) | COM | 05338G106 | $52.8K | 707,191 | 0.0% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $53.4K | 808,499 | 0.0% |
| Netapp Inc(NTAP) | COM | 64110D104 | $53.8K | 1,289,848 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $53.9K | 1,801,210 | 0.0% |
| Axalta Coating SYS LTD(AXTA) | COM | G0750C108 | $54.2K | 3,138,172 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $54.8K | 223,447 | 0.0% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $55.9K | 185,678 | 0.0% |
| Trane Technologies PLC(TT) | SHS | G8994E103 | $57.9K | 700,874 | 0.0% |
| Fifth Third Bancorp(FITB) | COM | 316773100 | $58.1K | 3,915,513 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $58.6K | 1,446,260 | 0.0% |
| Borgwarner Inc(BWA) | COM | 099724106 | $59.1K | 2,423,252 | 0.0% |
| Verisign Inc(VRSN) | COM | 92343E102 | $59.2K | 328,513 | 0.0% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $59.4K | 384,506 | 0.0% |
| Tabula Rasa Healthcare Inc | COM | 873379101 | $60.8K | 1,162,800 | 0.0% |
| Lamar Advertising Co New(LAMR) | CL A | 512816109 | $62.4K | 1,217,241 | 0.0% |
| GFL Environmental Inc(GFL) | SUB VTG SHS | 36168Q104 | $62.5K | 4,152,400 | 0.0% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $63.0K | 711,534 | 0.0% |
| Liveperson Inc(LPSNUSD) | COM | 538146101 | $63.0K | 2,769,995 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $64.5K | 305,071 | 0.0% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $65.4K | 687,772 | 0.0% |
| Omnicom Group Inc(OMC) | COM | 681919106 | $65.5K | 1,192,348 | 0.0% |
| Moelis & Co(MC) | CL A | 60786M105 | $65.5K | 2,332,348 | 0.0% |
| Kroger Co(KR) | COM | 501044101 | $65.6K | 2,177,031 | 0.0% |
| Veracyte Inc(VCYT) | COM | 92337F107 | $65.8K | 2,707,286 | 0.0% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $66.0K | 16,511,551 | 0.0% |
| M & T BK Corp(MTB) | COM | 55261F104 | $66.4K | 641,864 | 0.0% |
| Petroleo Brasileiro SA Petro(PBR) | SPONSORED ADR | 71654V408 | $68.2K | 12,403,935 | 0.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $69.3K | 413,981 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $69.8K | 274,647 | 0.0% |
| John Bean Technologies Corp(JBTM) | COM | 477839104 | $71.9K | 968,560 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $72.1K | 988,743 | 0.0% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $72.9K | 2,027,047 | 0.0% |
| Raytheon Co(RTN1USD) | COM NEW | 755111507 | $74.2K | 565,473 | 0.0% |
| Cintas Corp(CTAS) | COM | 172908105 | $74.2K | 428,573 | 0.0% |
| Genmab A/S(GMAB) | SPONSORED ADS | 372303206 | $75.6K | 3,569,409 | 0.0% |