Q4 2019 Holdings
Filed 2020-01-21 | 64 holdings | $172.5M | 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 | $55.6M | 261,982 | 32.2% |
| Autodesk Inc(ADSK) | COM | 052769106 | $49.5M | 269,746 | 28.7% |
| Adobe Inc(ADBE) | COM | 00724F101 | $43.4M | 131,596 | 25.2% |
| D R Horton Inc(DHI) | COM | 23331A109 | $22.6M | 428,713 | 13.1% |
| Newmont Goldcorp Corporation(NEM) | COM | 651639106 | $63.7K | 1,466,507 | 0.0% |
| Cemex SAB de CV(CX) | SPON ADR NEW | 151290889 | $55.9K | 14,799,081 | 0.0% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $53.1K | 230,998 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $50.7K | 1,103,924 | 0.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $50.5K | 298,762 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $46.3K | 234,318 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $45.7K | 316,285 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $45.3K | 139,541 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $42.4K | 789,028 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $40.1K | 396,021 | 0.0% |
| V F Corp(VFC) | COM | 918204108 | $39.3K | 394,179 | 0.0% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $38.6K | 3,725,856 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $38.3K | 627,577 | 0.0% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $37.3K | 576,719 | 0.0% |
| Elanco Animal Health Inc(ELAN) | COM | 28414H103 | $36.8K | 1,250,281 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $35.4K | 311,671 | 0.0% |
| Tapestry Inc(TPR) | COM | 876030107 | $33.7K | 1,247,896 | 0.0% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADS A | 92763W103 | $33.6K | 2,368,773 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $32.1K | 15,618 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $31.8K | 95,906 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $30.7K | 682,927 | 0.0% |
| Trimble Inc(TRMB) | COM | 896239100 | $30.3K | 727,719 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $30.2K | 570,804 | 0.0% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $28.8K | 258,363 | 0.0% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $28.1K | 1,225,747 | 0.0% |
| Despegar COM Corp | ORD SHS | G27358103 | $25.3K | 1,876,610 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $25.2K | 343,171 | 0.0% |
| Stericycle Inc(SRCLEUR) | COM | 858912108 | $25.0K | 391,495 | 0.0% |
| Aramark(ARMK) | COM | 03852U106 | $22.8K | 525,388 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $22.1K | 162,049 | 0.0% |
| Ebay Inc(EBAY) | COM | 278642103 | $22.0K | 610,409 | 0.0% |
| Crispr Therapeutics AG(CRSP) | NAMEN AKT | H17182108 | $21.3K | 350,386 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $21.2K | 102,458 | 0.0% |
| Icici BK LTD(IBN) | ADR | 45104G104 | $20.3K | 1,347,864 | 0.0% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $19.4K | 232,192 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $18.8K | 125,974 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $18.0K | 229,074 | 0.0% |
| Credicorp LTD(BAP) | COM | G2519Y108 | $17.3K | 81,231 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $16.9K | 99,340 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $16.9K | 557,503 | 0.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $16.7K | 29,869 | 0.0% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $15.7K | 743,558 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $13.2K | 373,564 | 0.0% |
| Editas Medicine Inc(EDIT) | COM | 28106W103 | $12.4K | 418,151 | 0.0% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $12.3K | 92,143 | 0.0% |
| Harley Davidson Inc(HOG) | COM | 412822108 | $9.6K | 257,795 | 0.0% |