Q4 2019 Holdings
Filed 2020-01-27 | 160 holdings | $5.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr Series Trust(SPTS) | PORTFOLIO SH TSR | 78468R101 | $5.1K | 169,279 | 0.1% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $7.2K | 34,073 | 0.1% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $211.0K | 436 | 3.8% |
| Boeing Co(BA) | COM | 097023105 | $311.0K | 951 | 5.6% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $415.0K | 4,799 | 7.5% |
| Collegium Pharmaceutical Inc(COLL) | COM | 19459J104 | $646.0K | 31,383 | 11.7% |
| Cerence Inc(CRNC) | COM | 156727109 | $667.0K | 29,471 | 12.0% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $717.0K | 16,098 | 12.9% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $992.0K | 6,982 | 17.9% |
| Align Technology Inc(ALGN) | COM | 016255101 | $1.5M | 5,262 | 26.5% |