Q2 2020 Holdings
Filed 2020-08-14 | 453 holdings | $2.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Insulet Corp(PODD) | COM | 45784P101 | $73.8K | 379,669 | 0.0% |
| Bio-Techne Corp(TECH) | COM | 09073M104 | $74.5K | 281,958 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $75.0K | 592,996 | 0.0% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $75.2K | 859,861 | 0.0% |
| Crispr Therapeutics AG(CRSP) | NAMEN AKT | H17182108 | $75.5K | 1,027,332 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COM NEW | 875372203 | $75.5K | 763,501 | 0.0% |
| Mettler Toledo International(MTD) | COM | 592688105 | $77.0K | 95,631 | 0.0% |
| Mercury SYS Inc(MRCY) | COM | 589378108 | $78.2K | 994,396 | 0.0% |
| Trane Technologies PLC(TT) | SHS | G8994E103 | $79.8K | 896,822 | 0.0% |
| TE Connectivity LTD(TEL) | REG SHS | H84989104 | $79.9K | 979,666 | 0.0% |
| Hunt J B Trans Svcs Inc(JBHT) | COM | 445658107 | $82.6K | 686,158 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $82.6K | 503,201 | 0.0% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $85.7K | 968,534 | 0.0% |
| Hershey Co(HSY) | COM | 427866108 | $86.1K | 664,584 | 0.0% |
| Oreilly Automotive Inc(ORLY) | COM | 67103H107 | $86.5K | 205,250 | 0.0% |
| Knight Swift Transn Hldgs in(KNX) | CL A | 499049104 | $87.0K | 2,084,814 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $89.0K | 195,679 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $91.0K | 1,030,280 | 0.0% |
| Q2 Hldgs Inc(QTWO) | COM | 74736L109 | $93.9K | 1,095,026 | 0.0% |
| Genmab A/S(GMAB) | SPONSORED ADS | 372303206 | $94.3K | 2,781,187 | 0.0% |
| Middleby Corp(MIDD) | COM | 596278101 | $94.5K | 1,196,612 | 0.0% |
| Verisk Analytics Inc(VRSK) | COM | 92345Y106 | $95.0K | 558,176 | 0.0% |
| SVB Financial Group(SIVBEUR) | COM | 78486Q101 | $95.7K | 443,939 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $95.8K | 686,535 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $96.7K | 460,453 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $96.9K | 998,119 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $97.5K | 520,524 | 0.0% |
| Wingstop Inc(WING) | COM | 974155103 | $98.3K | 707,097 | 0.0% |
| Borgwarner Inc(BWA) | COM | 099724106 | $98.5K | 2,790,434 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $98.7K | 730,375 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $102.0K | 327,047 | 0.0% |
| Ferrari N V(RACE) | COM | N3167Y103 | $102.2K | 597,609 | 0.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $102.4K | 616,352 | 0.0% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $102.8K | 177,979 | 0.0% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $102.9K | 409,183 | 0.0% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $103.0K | 506,425 | 0.0% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $103.2K | 1,288,158 | 0.0% |
| Glaxosmithkline PLC | SPONSORED ADR | 37733W105 | $106.4K | 2,608,379 | 0.0% |
| Aptiv PLC(APTV) | SHS | G6095L109 | $108.8K | 1,395,685 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $110.5K | 272,703 | 0.0% |
| Semtech Corp(SMTC) | COM | 816850101 | $110.9K | 2,124,426 | 0.0% |
| Idex Corp(IEX) | COM | 45167R104 | $112.3K | 710,365 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $112.5K | 1,606,290 | 0.0% |
| KKR & Co Inc(KKR) | COM | 48251W104 | $112.8K | 3,651,856 | 0.0% |
| Smith A O Corp(AOS) | COM | 831865209 | $113.0K | 2,397,692 | 0.0% |
| Tyler Technologies Inc(TYL) | COM | 902252105 | $114.3K | 329,517 | 0.0% |
| First REP BK SAN Francisco C(FRCB) | COM | 33616C100 | $116.2K | 1,096,520 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $116.4K | 484,577 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $117.0K | 484,194 | 0.0% |
| V F Corp(VFC) | COM | 918204108 | $118.3K | 1,941,045 | 0.0% |