Q3 2016 Holdings
Filed 2016-10-20 | 151 holdings | $56.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Applied Materials Inc(AMAT) | COM | 038222105 | $15.9K | 526,148 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM | 46120E602 | $15.9K | 21,924 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $16.5K | 193,534 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $18.3K | 412,056 | 0.0% |
| Amazon.com Inc.(AMZN) | COM | 023135106 | $22.9K | 27,319 | 0.0% |
| Daktronics Inc(DAKT) | COM | 234264109 | $138.0K | 14,500 | 0.2% |
| Cummins Inc(CMI) | COM | 231021106 | $1.4M | 11,212 | 2.5% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $1.7M | 28,000 | 3.0% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $2.9M | 55,145 | 5.1% |
| Align Technology Inc(ALGN) | COM | 016255101 | $4.7M | 49,601 | 8.2% |
| Biogen Inc(BIIB) | COM | 09062X103 | $6.2M | 19,783 | 10.9% |
| Corning Inc(GLW) | COM | 219350105 | $7.9M | 332,790 | 13.8% |
| D R Horton Inc(DHI) | COM | 23331A109 | $10.2M | 338,147 | 17.9% |
| Boston Scientific Corporation(BSX) | COM | 101137107 | $10.3M | 432,973 | 18.1% |
| Adobe Systems Inc(ADBE) | COM | 00724F101 | $11.0M | 101,619 | 19.4% |