Q2 2017 Holdings
Filed 2017-07-24 | 148 holdings | $49.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Micron Technology Inc.(MU) | COM | 595112103 | $14.7K | 490,974 | 0.0% |
| Trimble Inc(TRMB) | COM | 896239100 | $15.0K | 421,676 | 0.0% |
| Facebook Inc Class A(META) | COM | 30303M102 | $16.7K | 110,874 | 0.0% |
| Electronic Arts Inc.(EA) | COM | 285512109 | $17.9K | 169,226 | 0.0% |
| Celgene Corp.(CELG) | COM | 151020104 | $19.0K | 146,138 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $20.7K | 358,867 | 0.0% |
| Amazon.com Inc.(AMZN) | COM | 023135106 | $21.2K | 21,884 | 0.0% |
| Daktronics Inc(DAKT) | COM | 234264109 | $140.0K | 14,500 | 0.3% |
| Cummins Inc.(CMI) | COM | 231021106 | $1.5M | 9,462 | 3.1% |
| Align Technology Inc(ALGN) | COM | 016255101 | $15.1M | 100,678 | 30.6% |
| Corning Inc.(GLW) | COM | 219350105 | $16.0M | 533,343 | 32.5% |
| Adobe Systems Inc(ADBE) | COM | 00724F101 | $16.1M | 113,758 | 32.6% |