Q4 2016 Holdings
Filed 2017-02-10 | 560 holdings | $38.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $1.2M | 32,237 | 3.0% |
| Beazer Homes USA Inc(BZH) | COM NEW | 07556Q881 | $1.3M | 98,502 | 3.4% |
| BOX Inc(BOX) | CL A | 10316T104 | $1.5M | 109,072 | 3.9% |
| Carmax Inc(KMX) | COM | 143130102 | $1.8M | 27,424 | 4.6% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $2.5M | 219,942 | 6.5% |
| Align Technology Inc(ALGN) | COM | 016255101 | $2.5M | 26,496 | 6.6% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $4.0M | 164,996 | 10.5% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $4.2M | 27,600 | 11.0% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $4.3M | 50,212 | 11.1% |
| Conocophillips(COP) | COM | 20825C104 | $4.8M | 96,692 | 12.6% |