Q1 2019 Holdings
Filed 2019-05-02 | 108 holdings | $25.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $270.0K | 3,769 | 1.1% |
| Cadence Design Systems Inc(CDNS) | COM | 127387108 | $298.0K | 4,700 | 1.2% |
| Adobe Inc(ADBE) | COM | 00724F101 | $389.0K | 1,458 | 1.5% |
| Align Technology Inc(ALGN) | COM | 016255101 | $1.2M | 4,064 | 4.6% |
| Arrow Electronics Inc(ARW) | COM | 042735100 | $3.1M | 40,074 | 12.3% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $5.9M | 140,003 | 23.4% |
| Boston Beer Inc Cl A(SAM) | COM | 100557107 | $6.2M | 20,929 | 24.5% |
| Caci Intl Inc(CACI) | COM | 127190304 | $7.6M | 41,974 | 30.4% |