Q1 2020 Holdings
Filed 2020-05-15 | 435 holdings | $1.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| HMS Hldgs Corp(HMSY) | COM | 40425J101 | $43.1K | 1,706,692 | 0.0% |
| Crispr Therapeutics AG(CRSP) | NAMEN AKT | H17182108 | $43.6K | 1,027,325 | 0.0% |
| Amdocs LTD(DOX) | SHS | G02602103 | $44.2K | 804,699 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $44.7K | 1,312,478 | 0.0% |
| Cboe Global Markets Inc(CBOE) | COM | 12503M108 | $45.8K | 513,010 | 0.0% |
| Bio-Techne Corp(TECH) | COM | 09073M104 | $46.7K | 246,461 | 0.0% |
| Equinix Inc(EQIX) | COM | 29444U700 | $47.2K | 75,525 | 0.0% |
| Encompass Health Corp(EHC) | COM | 29261A100 | $47.6K | 743,978 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $48.0K | 220,499 | 0.0% |
| Mimecast LTD | ORD SHS | G14838109 | $49.2K | 1,394,771 | 0.0% |
| BK of America Corp(BAC) | COM | 060505104 | $49.3K | 2,321,751 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $49.4K | 1,219,699 | 0.0% |
| LHC Group Inc(LHCGUSD) | COM | 50187A107 | $49.5K | 352,779 | 0.0% |
| Axalta Coating SYS LTD(AXTA) | COM | G0750C108 | $50.2K | 2,908,077 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $50.4K | 307,574 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $50.9K | 135,484 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $51.0K | 224,432 | 0.0% |
| Houlihan Lokey Inc(HLI) | CL A | 441593100 | $51.5K | 988,862 | 0.0% |
| Haemonetics Corp(HAE) | COM | 405024100 | $51.7K | 518,489 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $53.4K | 263,375 | 0.0% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $53.6K | 3,867,269 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $53.7K | 2,184,599 | 0.0% |
| Canadian NAT RES LTD(CNQ) | COM | 136385101 | $54.7K | 4,036,791 | 0.0% |
| Tactile SYS Technology Inc(TCMD) | COM | 87357P100 | $55.1K | 1,372,364 | 0.0% |
| Aptiv PLC(APTV) | SHS | G6095L109 | $55.3K | 1,123,921 | 0.0% |
| Welltower Inc(WELL) | COM | 95040Q104 | $55.6K | 1,214,766 | 0.0% |
| Wingstop Inc(WING) | COM | 974155103 | $57.2K | 717,168 | 0.0% |
| Laureate Education Inc(LAUR) | CL A | 518613203 | $58.7K | 5,580,996 | 0.0% |
| Middleby Corp(MIDD) | COM | 596278101 | $60.2K | 1,057,990 | 0.0% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $60.3K | 185,965 | 0.0% |
| Blackstone Group Inc(BX) | COM CL A | 09260D107 | $60.3K | 1,324,102 | 0.0% |
| Studio City Intl Hldgs LTD | SPON ADS | 86389T106 | $60.7K | 3,004,150 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $61.6K | 600,243 | 0.0% |
| Exelon Corp(EXC) | COM | 30161N101 | $61.8K | 1,679,463 | 0.0% |
| Ehealth Inc(EHTH) | COM | 28238P109 | $62.9K | 446,844 | 0.0% |
| TE Connectivity LTD(TEL) | REG SHS | H84989104 | $63.5K | 1,008,143 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $63.6K | 636,241 | 0.0% |
| Hunt J B Trans Svcs Inc(JBHT) | COM | 445658107 | $63.6K | 690,012 | 0.0% |
| Waste Connections Inc(WCN) | COM | 94106B101 | $63.7K | 822,027 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $63.8K | 336,698 | 0.0% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $63.8K | 431,188 | 0.0% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $64.9K | 1,019,245 | 0.0% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $65.0K | 837,294 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $66.1K | 557,659 | 0.0% |
| Q2 Hldgs Inc(QTWO) | COM | 74736L109 | $66.4K | 1,124,648 | 0.0% |
| SVB Financial Group(SIVBEUR) | COM | 78486Q101 | $66.8K | 442,031 | 0.0% |
| Borgwarner Inc(BWA) | COM | 099724106 | $67.0K | 2,748,328 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $67.6K | 785,677 | 0.0% |
| Moderna Inc(MRNA) | COM | 60770K107 | $69.1K | 2,305,679 | 0.0% |
| Gartner Inc(IT) | COM | 366651107 | $69.5K | 697,897 | 0.0% |