Q1 2018 Holdings
Filed 2018-05-11 | 904 holdings | $52.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $4.3M | 425,506 | 8.2% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $10.9M | 254,486 | 21.0% |
| D R Horton Inc(DHI) | COM | 23331A109 | $13.9M | 316,705 | 26.7% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $15.8M | 69,174 | 30.3% |