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 |
|---|---|---|---|---|---|
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $12.2M | 62,000 | 7.9% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $15.9M | 224,400 | 10.2% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $17.6M | 205,000 | 11.3% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $19.3M | 73,000 | 12.4% |
| Autozone Inc(AZO) | COM | 053332102 | $21.4M | 19,500 | 13.8% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $22.0M | 130,000 | 14.2% |