Q1 2019 Holdings
Filed 2019-05-14 | 61 holdings | $56.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $24.0K | 13,473 | 0.0% |
| Royal Caribbean Cruises LTD(RCL) | COM | V7780T103 | $25.6K | 223,393 | 0.0% |
| Heron Therapeutics Inc(HRTX) | COM | 427746102 | $26.6K | 1,088,166 | 0.0% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $27.9K | 598,167 | 0.0% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $28.4K | 151,980 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $31.9K | 270,067 | 0.1% |
| Middleby Corp(MIDD) | COM | 596278101 | $34.1K | 262,481 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $34.8K | 29,546 | 0.1% |
| Biohaven Pharmactl Hldg Co L(BHVN) | COM | G11196105 | $43.5K | 844,266 | 0.1% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $21.6M | 562,641 | 38.5% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $33.8M | 270,548 | 60.2% |