Q1 2019 Holdings
Filed 2019-04-11 | 60 holdings | $192.4M | 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 | $95.2M | 521,950 | 49.5% |
| Autodesk Inc(ADSK) | COM | 052769106 | $41.7M | 267,327 | 21.7% |
| D R Horton Inc(DHI) | COM | 23331A109 | $29.3M | 707,101 | 15.2% |
| Adobe Inc(ADBE) | COM | 00724F101 | $24.3M | 91,028 | 12.6% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $103.7K | 540,169 | 0.1% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $78.9K | 515,944 | 0.0% |
| Ebay Inc(EBAY) | COM | 278642103 | $78.3K | 2,108,729 | 0.0% |
| Aramark(ARMK) | COM | 03852U106 | $75.3K | 2,546,717 | 0.0% |
| Newmont MNG Corp(NEM) | COM | 651639106 | $72.3K | 2,020,980 | 0.0% |
| Medidata Solutions Inc | COM | 58471A105 | $72.2K | 985,634 | 0.0% |
| Cemex SAB de CV(CX) | SPON ADR NEW | 151290889 | $71.6K | 15,425,705 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $68.8K | 1,733,582 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $65.9K | 1,897,990 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $57.8K | 520,528 | 0.0% |
| Tapestry Inc(TPR) | COM | 876030107 | $57.1K | 1,758,516 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $54.8K | 1,324,980 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $54.6K | 199,512 | 0.0% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADS A | 92763W103 | $54.0K | 6,721,691 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $52.5K | 168,922 | 0.0% |
| Stanley Black & Decker Inc(SWK) | COM | 854502101 | $46.3K | 340,162 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $44.7K | 1,117,267 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $44.7K | 490,359 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $43.7K | 263,873 | 0.0% |
| Johnson Ctls Intl PLC(JCI) | SHS | G51502105 | $42.1K | 1,140,748 | 0.0% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $40.5K | 1,467,510 | 0.0% |
| Stericycle Inc(SRCLEUR) | COM | 858912108 | $40.3K | 740,376 | 0.0% |
| Icici BK LTD(IBN) | ADR | 45104G104 | $39.2K | 3,422,912 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $38.0K | 451,414 | 0.0% |
| Trimble Inc(TRMB) | COM | 896239100 | $36.7K | 908,633 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $34.8K | 607,949 | 0.0% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $32.1K | 577,185 | 0.0% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $32.1K | 1,192,015 | 0.0% |
| Blackstone Group L P(BXUSD) | COM UNIT LTD | 09253U108 | $30.0K | 858,873 | 0.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $29.3K | 64,619 | 0.0% |
| Despegar COM Corp | ORD SHS | G27358103 | $27.9K | 1,871,168 | 0.0% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $26.2K | 76,583 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $24.9K | 462,761 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $24.1K | 173,917 | 0.0% |
| Cohen & Steers Inc(CNS) | COM | 19247A100 | $23.2K | 549,350 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $22.3K | 177,054 | 0.0% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $21.8K | 206,740 | 0.0% |
| Brunswick Corp(BC) | COM | 117043109 | $21.1K | 418,585 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $21.0K | 222,179 | 0.0% |
| V F Corp(VFC) | COM | 918204108 | $19.5K | 224,244 | 0.0% |
| Crispr Therapeutics AG(CRSP) | NAMEN AKT | H17182108 | $16.7K | 468,525 | 0.0% |
| Credicorp LTD(BAP) | COM | G2519Y108 | $15.2K | 63,208 | 0.0% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $13.6K | 144,510 | 0.0% |
| Lazard LTD(LAZ) | SHS A | G54050102 | $12.0K | 330,990 | 0.0% |
| Editas Medicine Inc(EDIT) | COM | 28106W103 | $11.6K | 474,065 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $10.0K | 332,756 | 0.0% |