Q2 2019 Holdings
Filed 2019-08-07 | 257 holdings | $35.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Costco Whsl Corp New(COST) | COM | 22160K105 | $2.3M | 8,856 | 6.5% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $2.5M | 57,018 | 6.9% |
| Cummins Inc(CMI) | COM | 231021106 | $2.5M | 14,603 | 7.0% |
| Centene Corp del(CNC) | COM | 15135B101 | $3.0M | 58,047 | 8.5% |
| D R Horton Inc(DHI) | COM | 23331A109 | $3.7M | 85,217 | 10.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $6.6M | 39,192 | 18.5% |
| Adobe Inc(ADBE) | COM | 00724F101 | $7.3M | 24,713 | 20.3% |