Q1 2019 Holdings
Filed 2019-05-07 | 163 holdings | $2.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| East West Bancorp Inc(EWBC) | COM | 27579R104 | $602 | 12,549 | 0.0% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $625 | 39,139 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $655 | 7,413 | 0.0% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $211.0K | 3,261 | 7.6% |
| Autonation Inc(AN) | COM | 05329W102 | $212.0K | 5,938 | 7.7% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $219.0K | 8,158 | 7.9% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $241.0K | 6,452 | 8.7% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $244.0K | 7,435 | 8.8% |
| Cullen Frost Bankers Inc(CFR) | COM | 229899109 | $252.0K | 2,592 | 9.1% |
| Boston Beer Inc(SAM) | CL A | 100557107 | $257.0K | 872 | 9.3% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $294.0K | 4,115 | 10.6% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $330.0K | 1,079 | 11.9% |
| Curtiss Wright Corp(CW) | COM | 231561101 | $466.0K | 4,108 | 16.8% |