Q4 2018 Holdings
Filed 2019-02-14 | 1267 holdings | $90.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Conduent Inc(CNDT) | COM | 206787103 | $1.4M | 131,900 | 1.5% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $1.4M | 12,600 | 1.6% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $1.5M | 45,553 | 1.7% |
| Corporate Office Pptys TR(CDP) | SH BEN INT | 22002T108 | $1.5M | 73,600 | 1.7% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $1.7M | 73,900 | 1.8% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $2.0M | 116,337 | 2.2% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $2.6M | 75,311 | 2.8% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $2.7M | 144,980 | 2.9% |
| Cummins Inc(CMI) | COM | 231021106 | $2.8M | 20,700 | 3.0% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $2.8M | 17,300 | 3.1% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $2.9M | 10,200 | 3.2% |
| Boston Beer Inc(SAM) | CL A | 100557107 | $3.1M | 12,995 | 3.4% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $3.8M | 23,400 | 4.2% |
| Biogen Inc(BIIB) | COM | 09062X103 | $5.0M | 16,780 | 5.6% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $5.5M | 90,844 | 6.1% |
| Autozone Inc(AZO) | COM | 053332102 | $6.5M | 7,804 | 7.2% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $7.0M | 162,000 | 7.8% |