Q1 2019 Holdings
Filed 2019-04-22 | 146 holdings | $251.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $49.6M | 917,836 | 19.7% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $42.9M | 473,396 | 17.0% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $34.5M | 899,917 | 13.7% |
| Chegg Inc(CHGG) | COM | 163092109 | $32.5M | 853,278 | 12.9% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $26.1M | 364,735 | 10.4% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $25.5M | 998,068 | 10.1% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $15.1M | 404,609 | 6.0% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $14.0M | 476,834 | 5.6% |
| Centene Corp del(CNC) | COM | 15135B101 | $7.6M | 142,825 | 3.0% |
| Zebra Technologies Corp(ZBRA) | CL A | 989207105 | $138.6K | 661,364 | 0.1% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $109.8K | 1,018,447 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $100.3K | 850,413 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $94.3K | 80,126 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $88.3K | 358,156 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $86.9K | 48,826 | 0.0% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $83.2K | 238,666 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $79.2K | 931,625 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $76.6K | 643,552 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $64.4K | 273,349 | 0.0% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $64.1K | 90,220 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $63.7K | 408,024 | 0.0% |
| SVB Finl Group(SIVBEUR) | COM | 78486Q101 | $61.3K | 275,742 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $61.1K | 909,273 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $60.1K | 105,297 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $60.0K | 316,061 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $59.1K | 215,981 | 0.0% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $56.1K | 643,821 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COM NEW | 875372203 | $51.7K | 814,386 | 0.0% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $49.9K | 237,460 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $48.3K | 289,837 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $47.8K | 459,339 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $46.8K | 392,243 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $46.4K | 1,411,063 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $42.1K | 263,281 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $40.9K | 247,265 | 0.0% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $40.9K | 87,744 | 0.0% |
| Rapid7 Inc(RPD) | COM | 753422104 | $40.8K | 806,322 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $40.7K | 114,024 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $40.5K | 390,172 | 0.0% |
| Diamondback Energy Inc(FANG) | COM | 25278X109 | $40.5K | 398,592 | 0.0% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $40.4K | 283,292 | 0.0% |
| Royal Caribbean Cruises LTD(RCL) | COM | V7780T103 | $40.2K | 350,827 | 0.0% |
| Cree Inc | COM | 225447101 | $40.0K | 698,713 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $39.5K | 241,036 | 0.0% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $38.8K | 306,186 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $38.7K | 367,649 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $38.5K | 296,991 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $38.1K | 452,649 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $38.0K | 475,708 | 0.0% |
| Middleby Corp(MIDD) | COM | 596278101 | $37.8K | 290,882 | 0.0% |