Q2 2019 Holdings
Filed 2019-08-05 | 306 holdings | $155.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Harris Corp del | COM | 413875105 | $2.5K | 13,300 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $2.6K | 12,700 | 0.0% |
| Insperity Inc(NSP) | COM | 45778Q107 | $2.6K | 21,200 | 0.0% |
| Qualys Inc(QLYS) | COM | 74758T303 | $2.6K | 29,900 | 0.0% |
| Columbia Sportswear Co(COLM) | COM | 198516106 | $2.7K | 26,500 | 0.0% |
| Encompass Health Corp(EHC) | COM | 29261A100 | $2.7K | 42,000 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $2.7K | 32,000 | 0.0% |
| Equifax Inc(EFX) | COM | 294429105 | $2.8K | 20,500 | 0.0% |
| Synnex Corp(SNX) | COM | 87162W100 | $2.8K | 28,500 | 0.0% |
| Enpro Inds Inc(NPO) | COM | 29355X107 | $2.8K | 44,600 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $2.9K | 22,000 | 0.0% |
| EL Paso Elec Co | COM NEW | 283677854 | $2.9K | 44,600 | 0.0% |
| Helen of Troy Corp LTD(HELE) | COM | G4388N106 | $3.0K | 22,800 | 0.0% |
| FTI Consulting Inc(FCN) | COM | 302941109 | $3.0K | 36,200 | 0.0% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $3.0K | 5,500 | 0.0% |
| Watts Water Technologies Inc(WTS) | CL A | 942749102 | $3.1K | 33,300 | 0.0% |
| Epam SYS Inc(EPAM) | COM | 29414B104 | $3.1K | 18,100 | 0.0% |
| AZZ Inc(AZZ) | COM | 002474104 | $3.2K | 69,500 | 0.0% |
| LCI Inds(LCII) | COM | 50189K103 | $3.2K | 35,900 | 0.0% |
| Cooper COS Inc | COM NEW | 216648402 | $3.3K | 9,800 | 0.0% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $3.4K | 49,000 | 0.0% |
| Maximus Inc(MMS) | COM | 577933104 | $3.5K | 47,900 | 0.0% |
| J2 Global Inc(ZD) | COM | 48123V102 | $3.5K | 39,300 | 0.0% |
| Smith A O Corp(AOS) | COM | 831865209 | $3.5K | 74,200 | 0.0% |
| Citigroup Inc(C) | COM NEW | 172967424 | $3.5K | 50,000 | 0.0% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $3.5K | 7,500 | 0.0% |
| Mercury SYS Inc(MRCY) | COM | 589378108 | $3.5K | 50,300 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $3.6K | 84,000 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $3.6K | 41,600 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $3.6K | 31,200 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $3.6K | 20,000 | 0.0% |
| Science Applicatns Intl CP N(SAIC) | COM | 808625107 | $3.6K | 41,700 | 0.0% |
| Landstar SYS Inc(LSTR) | COM | 515098101 | $3.7K | 33,800 | 0.0% |
| Five9 Inc(FIVN) | COM | 338307101 | $3.8K | 73,900 | 0.0% |
| Verisign Inc(VRSN) | COM | 92343E102 | $3.8K | 18,400 | 0.0% |
| Exlservice Holdings Inc(EXLS) | COM | 302081104 | $3.9K | 58,500 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $3.9K | 17,000 | 0.0% |
| F M C Corp(FMC) | COM NEW | 302491303 | $3.9K | 47,000 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $4.0K | 19,000 | 0.0% |
| Delta AIR Lines Inc del(DAL) | COM NEW | 247361702 | $4.0K | 70,000 | 0.0% |
| South Jersey Inds Inc(SJIEUR) | COM | 838518108 | $4.1K | 120,400 | 0.0% |
| Sensient Technologies Corp(SXT) | COM | 81725T100 | $4.3K | 58,300 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $4.3K | 35,900 | 0.0% |
| Paycom Software Inc(PAYC) | COM | 70432V102 | $4.3K | 19,100 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $4.3K | 17,800 | 0.0% |
| Berkley W R Corp(WRB) | COM | 084423102 | $4.4K | 67,000 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $4.4K | 115,000 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $4.5K | 40,000 | 0.0% |
| Littelfuse Inc(LFUS) | COM | 537008104 | $4.5K | 25,300 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $4.5K | 2,400 | 0.0% |