Q1 2019 Holdings
Filed 2019-05-03 | 464 holdings | $1.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bright Horizons Family Solut(BFAM) | COM | 109194100 | $44.7M | 352,038 | 4.5% |
| Constellation Brands Inc(STZ) | COM | 21036P108 | $48.7M | 278,047 | 4.9% |
| Centene Corporation(CNC) | COM | 15135B101 | $58.2M | 1,096,350 | 5.8% |
| Autodesk Inc(ADSK) | COM | 052769106 | $58.8M | 377,588 | 5.9% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $62.6M | 2,451,855 | 6.2% |
| Autozone Inc(AZO) | COM | 053332102 | $67.9M | 66,340 | 6.8% |
| Align Technology I(ALGN) | COM | 016255101 | $74.9M | 263,433 | 7.5% |
| Canada Goose Holdings Inc(GOOS) | COM | 135086106 | $75.7M | 1,577,191 | 7.6% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $89.6M | 571,846 | 8.9% |
| Chart Industries Inc(GTLS) | COM | 16115Q308 | $108.3M | 1,196,351 | 10.8% |