Q2 2019 Holdings
Filed 2019-07-23 | 63 holdings | $157.0M | 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 | $70.7M | 417,258 | 45.0% |
| Autodesk Inc(ADSK) | COM | 052769106 | $39.2M | 240,627 | 25.0% |
| D R Horton Inc(DHI) | COM | 23331A109 | $24.1M | 559,081 | 15.4% |
| Adobe Inc(ADBE) | COM | 00724F101 | $21.3M | 72,169 | 13.5% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $91.6K | 1,974,924 | 0.1% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $88.5K | 432,453 | 0.1% |
| Aramark(ARMK) | COM | 03852U106 | $81.9K | 2,271,542 | 0.1% |
| Cemex SAB de CV(CX) | SPON ADR NEW | 151290889 | $68.5K | 16,162,155 | 0.0% |
| Newmont Goldcorp Corporation(NEM) | COM | 651639106 | $65.5K | 1,701,567 | 0.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $63.6K | 368,113 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $61.7K | 1,374,392 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $57.8K | 414,270 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $51.9K | 141,072 | 0.0% |
| Tapestry Inc(TPR) | COM | 876030107 | $51.6K | 1,626,667 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $49.6K | 1,285,907 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $49.3K | 167,947 | 0.0% |
| Ebay Inc(EBAY) | COM | 278642103 | $47.7K | 1,206,898 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $40.0K | 410,459 | 0.0% |
| Stanley Black & Decker Inc(SWK) | COM | 854502101 | $38.9K | 269,031 | 0.0% |
| Medidata Solutions Inc | COM | 58471A105 | $38.6K | 426,815 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $38.3K | 209,070 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $37.4K | 885,564 | 0.0% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $35.5K | 1,705,546 | 0.0% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADS A | 92763W103 | $34.8K | 4,027,737 | 0.0% |
| Icici BK LTD(IBN) | ADR | 45104G104 | $33.9K | 2,693,736 | 0.0% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $33.4K | 335,276 | 0.0% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $32.9K | 494,864 | 0.0% |
| Trimble Inc(TRMB) | COM | 896239100 | $32.4K | 719,269 | 0.0% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $31.3K | 1,263,615 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $30.2K | 359,526 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $30.0K | 409,344 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $29.6K | 202,645 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $29.2K | 15,559 | 0.0% |
| V F Corp(VFC) | COM | 918204108 | $28.1K | 321,478 | 0.0% |
| Stericycle Inc(SRCLEUR) | COM | 858912108 | $27.9K | 585,034 | 0.0% |
| Despegar COM Corp | ORD SHS | G27358103 | $22.6K | 1,626,450 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $20.8K | 364,883 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $20.8K | 140,716 | 0.0% |
| Crispr Therapeutics AG(CRSP) | NAMEN AKT | H17182108 | $19.8K | 420,505 | 0.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $18.8K | 38,955 | 0.0% |
| Credicorp LTD(BAP) | COM | G2519Y108 | $17.6K | 77,093 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $16.9K | 183,288 | 0.0% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $15.4K | 164,322 | 0.0% |
| Brunswick Corp(BC) | COM | 117043109 | $15.3K | 332,657 | 0.0% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $13.2K | 36,024 | 0.0% |
| Lazard LTD(LAZ) | SHS A | G54050102 | $11.3K | 328,582 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $10.7K | 354,190 | 0.0% |
| Editas Medicine Inc(EDIT) | COM | 28106W103 | $10.0K | 405,239 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $8.2K | 111,205 | 0.0% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $6.6K | 321,805 | 0.0% |