Q1 2018 Holdings
Filed 2018-05-14 | 454 holdings | $327.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crown Castle Intl Corp(CCI) | COM | 22822V101 | $28.3M | 259,755 | 8.6% |
| Constellation Brands Inc(STZ) | COM | 21036P108 | $41.2M | 180,546 | 12.6% |
| Cognex Corp(CGNX) | COM | 192422103 | $73.8M | 1,511,418 | 22.5% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $144.1M | 1,080,259 | 44.0% |