Q2 2018 Holdings
Filed 2018-07-25 | 113 holdings | $6.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| T-Mobile US, Inc.(TMUS) | COM | 872590104 | $2.7K | 44,973 | 0.0% |
| Tractor Supply Company(TSCO) | COM | 892356106 | $2.7K | 35,487 | 0.0% |
| Genomic Health, Inc.(GHDX) | COM | 37244C101 | $2.7K | 54,124 | 0.0% |
| KAR Auction Services, Inc.(OPLN) | COM | 48238T109 | $2.8K | 51,231 | 0.0% |
| Viper Energy Partners LP | COM | 92763M105 | $2.8K | 88,199 | 0.0% |
| NetEase, Inc.(NTES) | COM | 64110W102 | $3.0K | 11,757 | 0.0% |
| Hasbro, Inc.(HAS) | COM | 418056107 | $3.0K | 32,939 | 0.0% |
| Dollar General Corporation(DG) | COM | 256677105 | $3.1K | 31,080 | 0.0% |
| O'Reilly Automotive, Inc.(ORLY) | COM | 67103H107 | $3.5K | 12,892 | 0.1% |
| Akamai Technologies, Inc.(AKAM) | COM | 00971T101 | $617.0K | 8,425 | 9.6% |
| DXC Technology Company(DXC) | COM | 23355L106 | $966.0K | 11,978 | 15.1% |
| Cirrus Logic, Inc.(CRUS) | COM | 172755100 | $2.1M | 53,598 | 32.0% |
| Criteo S.A.(CRTO) | COM | 226718104 | $2.6M | 78,583 | 40.2% |