Q1 2018 Holdings
Filed 2018-05-09 | 178 holdings | $199.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $52.2M | 284,584 | 26.2% |
| D R Horton Inc(DHI) | COM | 23331A109 | $37.8M | 863,173 | 19.0% |
| Chegg Inc(CHGG) | COM | 163092109 | $28.1M | 1,360,830 | 14.1% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $27.8M | 647,552 | 13.9% |
| Align Technology Inc(ALGN) | COM | 016255101 | $25.4M | 101,166 | 12.7% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $17.8M | 313,746 | 8.9% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $5.4M | 305,782 | 2.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $112.2K | 1,229,776 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $111.0K | 76,697 | 0.1% |
| SVB Finl Group(SIVBEUR) | COM | 78486Q101 | $87.3K | 363,663 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $86.6K | 83,526 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $86.1K | 520,335 | 0.0% |
| Diamondback Energy Inc(FANG) | COM | 25278X109 | $84.2K | 665,839 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $75.6K | 513,198 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $71.7K | 1,289,476 | 0.0% |
| Square Inc(XYZ) | CL A | 852234103 | $65.1K | 1,324,101 | 0.0% |
| G-III Apparel Group LTD(GIII) | COM | 36237H101 | $64.1K | 1,701,637 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $63.2K | 528,259 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $62.0K | 414,228 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $61.9K | 209,732 | 0.0% |
| Knight Swift Transn Hldgs in(KNX) | CL A | 499049104 | $61.1K | 1,328,394 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $59.4K | 382,160 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $58.6K | 302,783 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $58.1K | 356,389 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $57.9K | 345,049 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $56.5K | 322,662 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $56.4K | 353,103 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $54.8K | 132,799 | 0.0% |
| Royal Caribbean Cruises LTD(RCL) | COM | V7780T103 | $54.7K | 464,563 | 0.0% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $53.2K | 261,696 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $52.3K | 273,212 | 0.0% |
| ON Assignment Inc | COM | 682159108 | $51.7K | 630,914 | 0.0% |
| 2U Inc | COM | 90214J101 | $51.4K | 611,556 | 0.0% |
| PVH Corp(PVH) | COM | 693656100 | $51.3K | 338,701 | 0.0% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $51.0K | 251,945 | 0.0% |
| Ametek Inc New(AME) | COM | 031100100 | $49.7K | 653,926 | 0.0% |
| Teradyne Inc(TER) | COM | 880770102 | $49.2K | 1,075,400 | 0.0% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $46.5K | 891,102 | 0.0% |
| Zebra Technologies Corp(ZBRA) | CL A | 989207105 | $46.3K | 332,875 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $45.7K | 464,628 | 0.0% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $45.1K | 693,746 | 0.0% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $45.0K | 287,523 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $44.6K | 660,982 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $44.4K | 174,104 | 0.0% |
| E Trade Financial Corp(ETRA) | COM NEW | 269246401 | $44.1K | 795,204 | 0.0% |
| TE Connectivity LTD(TEL) | REG SHS | H84989104 | $43.7K | 437,867 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $43.7K | 228,789 | 0.0% |
| Norwegian Cruise Line Hldgs(NCLH) | SHS | G66721104 | $43.7K | 825,008 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $43.5K | 908,346 | 0.0% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $42.4K | 446,938 | 0.0% |