Q2 2020 Holdings
Filed 2020-08-14 | 157 holdings | $131.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $210.0K | 482 | 0.2% |
| Allogene Therapeutics Inc(ALLO) | COM | 019770106 | $235.0K | 5,486 | 0.2% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $2.2M | 11,271 | 1.7% |
| Beyond Meat Inc(BYND) | COM | 08862E109 | $2.2M | 16,545 | 1.7% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $2.8M | 28,835 | 2.1% |
| Brooks Automation Inc New(AZTA) | COM | 114340102 | $4.9M | 111,155 | 3.7% |
| Bandwidth Inc(BAND) | COM CL A | 05988J103 | $5.7M | 44,645 | 4.3% |
| Chegg Inc(CHGG) | COM | 163092109 | $6.8M | 100,470 | 5.1% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $13.6M | 116,180 | 10.3% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $27.9M | 166,529 | 21.2% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $28.5M | 542,073 | 21.6% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $35.5M | 69,539 | 26.9% |