Q1 2021 Holdings
Filed 2021-05-07 | 738 holdings | $201.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cyrusone Inc(CONE1EUR) | COM | 23283R100 | $872 | 12,888 | 0.0% |
| Perkinelmer Inc(RVTY) | COM | 714046109 | $877 | 6,840 | 0.0% |
| Plug Power Inc(PLUG) | COM NEW | 72919P202 | $880 | 24,569 | 0.0% |
| Pool Corp(POOL) | COM | 73278L105 | $881 | 2,554 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $881 | 2,767 | 0.0% |
| Wabtec(WAB) | COM | 929740108 | $882 | 11,151 | 0.0% |
| Brown & Brown Inc(BRO) | COM | 115236101 | $885 | 19,371 | 0.0% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $885 | 16,350 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $886 | 6,623 | 0.0% |
| Nortonlifelock Inc(GEN) | COM | 668771108 | $886 | 41,686 | 0.0% |
| 21Vianet Group Inc(VNET) | SPONSORED ADS A | 90138A103 | $886 | 27,460 | 0.0% |
| Booz Allen Hamilton Hldg COR(BAH) | CL A | 099502106 | $886 | 11,012 | 0.0% |
| F M C Corp(FMC) | COM NEW | 302491303 | $890 | 8,054 | 0.0% |
| Hunt J B Trans Svcs Inc(JBHT) | COM | 445658107 | $890 | 5,296 | 0.0% |
| Dentsply Sirona Inc(XRAY) | COM | 24906P109 | $910 | 14,262 | 0.0% |
| Pulte Group Inc(PHM) | COM | 745867101 | $921 | 17,575 | 0.0% |
| IAC Interactivecorp New | COM | 44891N109 | $925 | 4,277 | 0.0% |
| Check Point Software Tech LT(CHKP) | ORD | M22465104 | $929 | 8,297 | 0.0% |
| Eastman Chem Co(EMN) | COM | 277432100 | $932 | 8,471 | 0.0% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $936 | 22,515 | 0.0% |
| Trupanion Inc(TRUP) | COM | 898202106 | $938 | 12,310 | 0.0% |
| Cheniere Energy Inc(LNG) | COM NEW | 16411R208 | $953 | 13,241 | 0.0% |
| Raymond James Finl Inc(RJF) | COM | 754730109 | $953 | 7,777 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $954 | 3,659 | 0.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $956 | 2,708 | 0.0% |
| PG&E Corp(PCG) | COM | 69331C108 | $963 | 82,293 | 0.0% |
| Western UN Co(WU) | COM | 959802109 | $971 | 39,415 | 0.0% |
| Black Knight Inc(BKIEUR) | COM | 09215C105 | $974 | 13,169 | 0.0% |
| Idex Corp(IEX) | COM | 45167R104 | $975 | 4,660 | 0.0% |
| Vornado Rlty TR(VNO) | SH BEN INT | 929042109 | $976 | 21,521 | 0.0% |
| Cincinnati Finl Corp(CINF) | COM | 172062101 | $978 | 9,494 | 0.0% |
| Albemarle Corp(ALB) | COM | 012653101 | $987 | 6,757 | 0.0% |
| Steris PLC(STE) | SHS USD | G8473T100 | $990 | 5,201 | 0.0% |
| NVR Inc(NVR) | COM | 62944T105 | $994 | 211 | 0.0% |
| Whirlpool Corp(WHR) | COM | 963320106 | $994 | 4,515 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $995 | 3,299 | 0.0% |
| Varian MED SYS Inc(VAREUR) | COM | 92220P105 | $1.0K | 5,672 | 0.0% |
| Fortune Brands Home & SEC in(FBIN) | COM | 34964C106 | $1.0K | 10,509 | 0.0% |
| C H Robinson Worldwide Inc(CHRW) | COM NEW | 12541W209 | $1.0K | 10,571 | 0.0% |
| Gartner Inc(IT) | COM | 366651107 | $1.0K | 5,534 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $1.0K | 3,969 | 0.0% |
| Huntington Bancshares Inc(HBAN) | COM | 446150104 | $1.0K | 64,477 | 0.0% |
| Discovery Inc(DISCKUSD) | COM SER C | 25470F302 | $1.0K | 27,521 | 0.0% |
| Waters Corp(WAT) | COM | 941848103 | $1.0K | 3,581 | 0.0% |
| Teledyne Technologies Inc(TDY) | COM | 879360105 | $1.0K | 2,463 | 0.0% |
| Ingersoll Rand Inc(IR) | COM | 45687V106 | $1.0K | 20,754 | 0.0% |
| Omega Healthcare Invs Inc(OHI) | COM | 681936100 | $1.0K | 28,103 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $1.0K | 12,726 | 0.0% |
| Genuine Parts Co(GPC) | COM | 372460105 | $1.0K | 8,952 | 0.0% |
| Slack Technologies Inc(WORK) | COM CL A | 83088V102 | $1.0K | 25,570 | 0.0% |