Q2 2020 Holdings
Filed 2020-08-11 | 254 holdings | $194.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autozone Inc(AZO) | COM | 053332102 | $22.0M | 19,500 | 11.3% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $23.5M | 77,435 | 12.1% |
| Adobe Inc(ADBE) | COM | 00724F101 | $28.7M | 65,902 | 14.8% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $41.4M | 431,622 | 21.3% |