Q1 2019 Holdings
Filed 2019-05-15 | 208 holdings | $47.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $1.4M | 5,140 | 2.9% |
| Chefs Whse Inc(CHEF) | COM | 163086101 | $3.4M | 110,698 | 7.3% |
| Caci Intl Inc(CACI) | CL A | 127190304 | $3.8M | 21,008 | 8.1% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $4.1M | 33,012 | 8.7% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $4.3M | 48,027 | 9.2% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $4.8M | 30,321 | 10.0% |
| Chegg Inc(CHGG) | COM | 163092109 | $11.2M | 293,331 | 23.6% |
| Callaway Golf Co(CALY) | COM | 131193104 | $12.5M | 783,631 | 26.3% |