Q3 2019 Holdings
Filed 2019-11-13 | 59 holdings | $17.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fiserv Inc(FISV) | COM | 337738108 | $31.6K | 304,921 | 0.2% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $32.7K | 119,363 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $33.5K | 194,649 | 0.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $35.2K | 28,838 | 0.2% |
| Equinix Inc(EQIX) | COM | 29444U700 | $38.1K | 66,042 | 0.2% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $39.7K | 408,012 | 0.2% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $41.1K | 275,342 | 0.2% |
| Autodesk Inc(ADSK) | COM | 052769106 | $2.2M | 14,662 | 12.4% |
| D R Horton Inc(DHI) | COM | 23331A109 | $14.5M | 274,200 | 83.0% |