Q3 2017 Holdings
Filed 2017-10-16 | 144 holdings | $41.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $19.5K | 301,746 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $19.8K | 167,750 | 0.0% |
| Daktronics Inc(DAKT) | COM | 234264109 | $153.0K | 14,500 | 0.4% |
| Cummins Inc(CMI) | COM | 231021106 | $1.6M | 9,462 | 3.8% |
| Alibaba Grp Shs ADR(BABA) | COM | 01609W102 | $8.4M | 48,634 | 20.2% |
| Align Technology Inc(ALGN) | COM | 016255101 | $14.0M | 75,151 | 33.7% |
| Adobe Systems Inc(ADBE) | COM | 00724F101 | $16.9M | 113,372 | 40.7% |