Q3 2019 Holdings
Filed 2019-11-14 | 315 holdings | $9.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chegg Inc.(CHGG) | COM | 163092109 | $285.0K | 9,500 | 3.0% |
| Allscripts Healthcare Solution(MDRX) | COM | 01988P108 | $291.0K | 26,541 | 3.1% |
| Align Technology Inc(ALGN) | COM | 016255101 | $304.0K | 1,681 | 3.2% |
| Biogen Inc(BIIB) | COM | 09062X103 | $320.0K | 1,376 | 3.4% |
| Cracker Barrel Old Country(CBRL) | COM | 22410J106 | $334.0K | 2,056 | 3.5% |
| Blackline Inc.(BL) | COM | 09239B109 | $338.0K | 7,069 | 3.6% |
| Box Inc.(BOX) | COM | 10316T104 | $348.0K | 21,039 | 3.7% |
| Axos Financial, Inc.(AX) | COM | 05465C100 | $377.0K | 13,640 | 4.0% |
| Corcept Therapeutics Inc(CORT) | COM | 218352102 | $471.0K | 33,331 | 5.0% |
| Constellation Brands, Inc(STZ) | COM | 21036P108 | $534.0K | 2,576 | 5.7% |
| Crown Castle Intl Corp(CCI) | COM | 22822V101 | $577.0K | 4,154 | 6.1% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $606.0K | 19,340 | 6.4% |
| AbbVie Inc(ABBV) | COM | 00287Y109 | $826.0K | 10,907 | 8.7% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $1.0M | 20,550 | 10.8% |
| Adobe Systems(ADBE) | COM | 00724F101 | $1.7M | 6,297 | 18.4% |