Q2 2019 Holdings
Filed 2019-08-08 | 473 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cousins Properties Incorporated(CUZ) | REIT | 222795502 | $27.0M | 745,722 | 2.3% |
| Avantor Inc(AVTR) | COM | 05352A100 | $30.2M | 1,579,659 | 2.5% |
| Alarm.com Holdings Inc(ALRM) | COM | 011642105 | $34.7M | 648,459 | 2.9% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $40.7M | 743,250 | 3.4% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $51.0M | 3,048,889 | 4.3% |
| Constellation Brands Inc(STZ) | COM | 21036P108 | $54.8M | 278,047 | 4.6% |
| Bright Horizons Family Solut(BFAM) | COM | 109194100 | $56.2M | 372,200 | 4.7% |
| Align Technology Inc(ALGN) | COM | 016255101 | $57.5M | 210,008 | 4.8% |
| Canada Goose Holdings Inc(GOOS) | COM | 135086106 | $66.9M | 1,726,777 | 5.6% |
| Autodesk Inc(ADSK) | COM | 052769106 | $67.0M | 411,544 | 5.6% |
| Autozone Inc(AZO) | COM | 053332102 | $76.6M | 69,640 | 6.4% |
| Chart Industries Inc(GTLS) | COM | 16115Q308 | $90.1M | 1,171,878 | 7.6% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $98.2M | 577,172 | 8.3% |
| Centene Corporation(CNC) | COM | 15135B101 | $98.9M | 1,885,375 | 8.3% |
| Advanced Micro Devices, Inc.(AMD) | COM | 007903107 | $119.9M | 3,947,365 | 10.1% |