Q1 2018 Holdings
Filed 2018-05-09 | 625 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| MGM Resorts International(MGM) | COM | 552953101 | $65.8K | 1,877,549 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $66.8K | 374,756 | 0.0% |
| Acuity Brands Inc(AYI) | COM | 00508Y102 | $67.1K | 481,724 | 0.0% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $67.2K | 735,584 | 0.0% |
| Healthequity Inc(HQY) | COM | 42226A107 | $67.2K | 1,110,095 | 0.0% |
| DXC Technology Co(DXC) | COM | 23355L106 | $67.4K | 670,252 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $67.4K | 685,138 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $67.8K | 559,042 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $67.9K | 233,497 | 0.0% |
| Casey's General Stores Inc(CASY) | COM | 147528103 | $69.2K | 630,014 | 0.0% |
| Monster Beverage Corp(MNST) | COM | 61174X109 | $71.3K | 1,246,124 | 0.0% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $71.3K | 1,176,199 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $71.6K | 1,774,550 | 0.0% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $71.7K | 323,193 | 0.0% |
| Genesco Inc(GCO) | COM | 371532102 | $72.0K | 1,772,439 | 0.0% |
| Ligand Pharmaceuticals(LGND) | COM | 53220K504 | $72.0K | 436,026 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $72.6K | 979,541 | 0.0% |
| Delta AIR Lines Inc(DAL) | COM | 247361702 | $73.0K | 1,332,541 | 0.0% |
| Lendingtree Inc(TREE) | COM | 52603B107 | $74.3K | 226,407 | 0.0% |
| SBA Communications Corp(SBAC) | REIT | 78410G104 | $74.7K | 437,054 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $75.0K | 537,721 | 0.0% |
| Idexx Laboratories Inc(IDXX) | COM | 45168D104 | $77.8K | 406,723 | 0.0% |
| Steven Madden LTD(SHOO) | COM | 556269108 | $78.3K | 1,783,712 | 0.0% |
| Royal Caribbean Cruises LTD(RCL) | COM | V7780T103 | $79.3K | 673,605 | 0.0% |
| Landstar System Inc(LSTR) | COM | 515098101 | $79.3K | 723,588 | 0.0% |
| Texas Capital Bancshares Inc(TCBI) | COM | 88224Q107 | $79.8K | 887,605 | 0.0% |
| Dowdupont Inc | COM | 26078J100 | $80.1K | 1,256,570 | 0.0% |
| Transunion(TRU) | COM | 89400J107 | $81.4K | 1,432,827 | 0.0% |
| Ameriprise Financial Inc(AMP) | COM | 03076C106 | $81.8K | 552,856 | 0.0% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $82.0K | 2,096,215 | 0.0% |
| Mcdonald's Corp(MCD) | COM | 580135101 | $82.1K | 525,192 | 0.0% |
| Jetblue Airways Corp(JBLU) | COM | 477143101 | $82.3K | 4,048,685 | 0.0% |
| Entegris Inc(ENTG) | COM | 29362U104 | $82.3K | 2,364,378 | 0.0% |
| Take-Two Interactive Softwre(TTWO) | COM | 874054109 | $82.4K | 843,145 | 0.0% |
| PNC Financial Services Group(PNC) | COM | 693475105 | $83.0K | 548,922 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $83.4K | 497,254 | 0.0% |
| Chevron Corp(CVX) | COM | 166764100 | $83.5K | 732,161 | 0.0% |
| Merit Medical Systems Inc(MMSI) | COM | 589889104 | $85.0K | 1,875,218 | 0.0% |
| Total SA(TTEN) | ADR | 89151E109 | $85.1K | 1,475,207 | 0.0% |
| Zoetis Inc(ZTS) | COM | 98978V103 | $86.1K | 1,030,933 | 0.0% |
| Green DOT Corp(GDOT) | COM | 39304D102 | $86.9K | 1,355,160 | 0.0% |
| Sempra Energy(SRE) | COM | 816851109 | $87.1K | 782,752 | 0.0% |
| Tyler Technologies Inc(TYL) | COM | 902252105 | $88.8K | 420,831 | 0.0% |
| Penn National Gaming Inc(PENN) | COM | 707569109 | $89.2K | 3,395,705 | 0.0% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $90.1K | 1,114,208 | 0.0% |
| Coca-Cola Co(KO) | COM | 191216100 | $91.8K | 2,113,094 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $94.5K | 831,597 | 0.0% |
| Occidental Petroleum Corp(OXY) | COM | 674599105 | $95.8K | 1,474,399 | 0.0% |
| Liberty Interactive Corp Q | Tracking Stk | 53071M104 | $95.9K | 3,811,545 | 0.0% |
| Littelfuse Inc(LFUS) | COM | 537008104 | $96.0K | 461,070 | 0.0% |