Q1 2019 Holdings
Filed 2019-05-15 | 156 holdings | $112.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $219.0K | 2,715 | 0.2% |
| Caredx Inc(CDNA) | COM | 14167L103 | $3.8M | 120,290 | 3.4% |
| Axos Finl Inc(AX) | COM | 05465C100 | $5.9M | 204,535 | 5.3% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $29.4M | 84,798 | 26.1% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $31.4M | 245,214 | 27.9% |
| Blue Bird Corp(BLBD) | COM | 095306106 | $40.4M | 2,389,008 | 35.9% |