Q2 2020 Holdings
Filed 2020-08-03 | 1668 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Workday Inc(WDAY) | CL A | 98138H101 | $20.2K | 107,613 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $20.2K | 194,202 | 0.0% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $20.4K | 207,211 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $20.6K | 193,897 | 0.0% |
| Paychex Inc(PAYX) | COM | 704326107 | $20.9K | 275,295 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $20.9K | 63,363 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $21.1K | 185,311 | 0.0% |
| Oreilly Automotive Inc(ORLY) | COM | 67103H107 | $21.4K | 50,652 | 0.0% |
| Microchip Technology Inc.(MCHP) | COM | 595017104 | $21.5K | 204,152 | 0.0% |
| United Bankshares Inc West V(UBSI) | COM | 909907107 | $21.5K | 778,839 | 0.0% |
| Lancaster Colony Corp(MZTI) | COM | 513847103 | $21.7K | 140,110 | 0.0% |
| Seattle Genetics Inc | COM | 812578102 | $21.9K | 129,128 | 0.0% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $22.3K | 391,926 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $22.4K | 71,798 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $22.6K | 201,344 | 0.0% |
| Xcel Energy Inc(XEL) | COM | 98389B100 | $22.7K | 363,566 | 0.0% |
| Synopsys Inc(SNPS) | COM | 871607107 | $22.9K | 117,203 | 0.0% |
| Monster Beverage Corp New(MNST) | COM | 61174X109 | $24.2K | 349,162 | 0.0% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $24.5K | 769,429 | 0.0% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $24.8K | 97,672 | 0.0% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $25.8K | 132,429 | 0.0% |
| Exelon Corp(EXC) | COM | 30161N101 | $25.8K | 711,588 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $26.0K | 138,828 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $26.3K | 64,910 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $26.5K | 102,442 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $27.7K | 209,878 | 0.0% |
| Aarons Inc(AANUSD) | COM PAR $0.50 | 002535300 | $30.3K | 667,748 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $30.8K | 940,568 | 0.0% |
| Travelers Companies Inc(TRV) | COM | 89417E109 | $30.9K | 271,213 | 0.0% |
| American Express Co(AXP) | COM | 025816109 | $32.6K | 342,335 | 0.0% |
| BK of America Corp(BAC) | COM | 060505104 | $33.8K | 1,424,512 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $35.4K | 360,755 | 0.0% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $36.1K | 111,459 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $36.2K | 295,396 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $36.4K | 36,886 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $37.3K | 534,897 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $38.1K | 690,581 | 0.0% |
| Clean Energy Fuels Corp(CLNE) | COM | 184499101 | $40.0K | 17,861 | 0.0% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $40.0K | 665,477 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $41.3K | 544,006 | 0.0% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $42.0K | 13,828 | 0.0% |
| Ebay Inc.(EBAY) | COM | 278642103 | $43.3K | 825,765 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $43.4K | 718,652 | 0.0% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $44.0K | 568,487 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $44.0K | 854,305 | 0.0% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $44.5K | 27,931 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $44.8K | 371,182 | 0.0% |
| Fiserv Inc(FISV) | COM | 337738108 | $45.2K | 462,583 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $46.4K | 125,157 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $47.3K | 83,038 | 0.0% |