Q4 2016 Holdings
Filed 2017-01-19 | 148 holdings | $12.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $14.5K | 355,116 | 0.1% |
| Microsoft Corporation(MSFT) | COM | 594918104 | $14.8K | 216,559 | 0.1% |
| Charles Schwab Corp(SCHW) | COM | 808513105 | $15.0K | 331,803 | 0.1% |
| Applied Materials Inc.(AMAT) | COM | 038222105 | $16.6K | 448,810 | 0.1% |
| Electronic Arts Inc.(EA) | COM | 285512109 | $19.0K | 214,765 | 0.1% |
| Amazon.com Inc.(AMZN) | COM | 023135106 | $22.4K | 26,809 | 0.2% |
| Daktronics Inc(DAKT) | COM | 234264109 | $155.0K | 14,500 | 1.2% |
| Boston Scientific Corporation(BSX) | COM | 101137107 | $1.1M | 53,000 | 9.0% |
| D R Horton Inc.(DHI) | COM | 23331A109 | $1.3M | 48,585 | 10.4% |
| Align Technology Inc(ALGN) | COM | 016255101 | $1.3M | 92,926 | 10.5% |
| Cummins Inc.(CMI) | COM | 231021106 | $1.4M | 10,312 | 11.1% |
| Adobe Systems Inc(ADBE) | COM | 00724F101 | $1.5M | 108,084 | 11.5% |
| Corning Inc.(GLW) | COM | 219350105 | $1.8M | 544,567 | 13.9% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $3.7M | 55,145 | 28.9% |