Q2 2019 Holdings
Filed 2019-07-31 | 158 holdings | $29.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ecolab Inc(ECL) | COM | 278865100 | $71.1K | 369,810 | 0.2% |
| Cypress Semiconductor Corp(CYEUR) | COM | 232806109 | $73.4K | 3,305,000 | 0.2% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $83.5K | 4,096,000 | 0.3% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $95.1K | 1,299,733 | 0.3% |
| Maxim Integrated Prods Inc(MXIM) | COM | 57772K101 | $101.2K | 1,682,000 | 0.3% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $106.4K | 362,158 | 0.4% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $929.0K | 3,499 | 3.1% |
| Corning Inc(GLW) | COM | 219350105 | $26.6M | 800,000 | 89.1% |