Q4 2019 Holdings
Filed 2020-01-27 | 154 holdings | $31.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco Systems(CSCO) | COM | 17275R102 | $3.5M | 72,642 | 11.3% |
| Autozone Inc(AZO) | COM | 053332102 | $5.4M | 4,570 | 17.6% |
| Alibaba Group Holdings(BABA) | COM | 01609W102 | $6.9M | 32,462 | 22.2% |
| Centene Corp(CNC) | COM | 15135B101 | $9.9M | 157,927 | 32.1% |