Q3 2020 Holdings
Filed 2020-11-12 | 567 holdings | $808.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amphastar Pharmaceuticals in(AMPH) | COM | 03209R103 | $5.3M | 284,244 | 0.7% |
| Casella Waste Systems Inc(CWST) | COM | 147448104 | $6.6M | 117,914 | 0.8% |
| Caci International Inc(CACI) | COM | 127190304 | $7.0M | 32,712 | 0.9% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $8.3M | 142,314 | 1.0% |
| Avanos Medical Inc(AVNS) | COM | 05350V106 | $9.8M | 296,906 | 1.2% |
| Adobe Inc(ADBE) | COM | 00724F101 | $11.2M | 22,897 | 1.4% |
| Bandwidth Inc(BAND) | COM | 05988J103 | $17.3M | 98,826 | 2.1% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $21.4M | 246,697 | 2.7% |
| Atricure Inc(ATRC) | COM | 04963C209 | $24.8M | 618,856 | 3.1% |
| Arrowhead Pharmaceuticals in(ARWR) | COM | 04280A100 | $32.5M | 747,623 | 4.0% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $38.0M | 261,874 | 4.7% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $43.8M | 576,716 | 5.4% |
| Chegg Inc(CHGG) | COM | 163092109 | $61.5M | 857,657 | 7.6% |
| Corteva Inc(CTVA) | COM | 22052L104 | $61.9M | 2,163,597 | 7.7% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $125.3M | 3,208,980 | 15.5% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $126.6M | 618,392 | 15.7% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $168.4M | 2,059,584 | 20.8% |