Q2 2018 Holdings
Filed 2018-08-09 | 459 holdings | $893.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Constellation Brands Inc(STZ) | COM | 21036P108 | $43.2M | 197,285 | 4.8% |
| Autodesk Inc(ADSK) | COM | 052769106 | $45.4M | 346,283 | 5.1% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $62.1M | 3,393,907 | 6.9% |
| Chart Industries Inc(GTLS) | COM | 16115Q308 | $78.1M | 1,266,557 | 8.7% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $81.4M | 5,432,501 | 9.1% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $88.3M | 586,421 | 9.9% |
| Align Technology I(ALGN) | COM | 016255101 | $99.4M | 290,664 | 11.1% |
| DXC Technology Co(DXC) | COM | 23355L106 | $100.6M | 1,248,278 | 11.3% |