Q2 2019 Holdings
Filed 2019-08-12 | 61 holdings | $35.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hexcel Corp New(HXL) | COM | 428291108 | $29.1K | 359,289 | 0.1% |
| Arconic Inc(ARNCCHF) | COM | 03965L100 | $29.4K | 1,138,431 | 0.1% |
| Danaher Corporation(DHR) | COM | 235851102 | $32.0K | 223,761 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $32.3K | 29,853 | 0.1% |
| First Data Corp New(FDC) | COM CL A | 32008D106 | $32.4K | 1,195,744 | 0.1% |
| Equinix Inc(EQIX) | COM | 29444U700 | $33.7K | 66,916 | 0.1% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $37.6K | 419,136 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $44.5K | 256,474 | 0.1% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $49.0K | 304,334 | 0.1% |
| D R Horton Inc(DHI) | COM | 23331A109 | $11.8M | 274,200 | 33.1% |
| Autodesk Inc(ADSK) | COM | 052769106 | $23.1M | 142,003 | 64.7% |