Q3 2019 Holdings
Filed 2019-11-05 | 468 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 | $28.6M | 759,547 | 2.4% |
| Alarm.com Holdings Inc(ALRM) | COM | 011642105 | $30.2M | 648,459 | 2.6% |
| Chegg Inc(CHGG) | COM | 163092109 | $31.1M | 1,037,995 | 2.6% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $33.6M | 584,538 | 2.9% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $36.5M | 737,450 | 3.1% |
| Corteva Inc(CTVA) | COM | 22052L104 | $46.7M | 1,668,187 | 4.0% |
| Autodesk Inc(ADSK) | COM | 052769106 | $52.0M | 350,005 | 4.4% |
| Centene Corp(CNC) | COM | 15135B101 | $52.9M | 1,223,150 | 4.5% |
| Bright Horizons Family Solut(BFAM) | COM | 109194100 | $56.8M | 372,200 | 4.8% |
| Constellation Brands Inc(STZ) | COM | 21036P108 | $57.7M | 278,047 | 4.9% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $62.7M | 3,048,889 | 5.3% |
| Canada Goose Holdings Inc(GOOS) | COM | 135086106 | $71.8M | 1,632,528 | 6.1% |
| Chart Industries Inc(GTLS) | COM | 16115Q308 | $73.7M | 1,181,478 | 6.3% |
| Autozone Inc(AZO) | COM | 053332102 | $76.8M | 70,840 | 6.5% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $106.6M | 3,677,615 | 9.1% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $131.3M | 657,347 | 11.2% |