Q1 2022 Holdings
Filed 2022-05-16 | 965 holdings | $30.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $699.0K | 5,270 | 2.3% |
| Casella Waste SYS Inc(CWST) | CL A | 147448104 | $766.0K | 8,736 | 2.5% |
| ARK ETF TR(ARKK) | INNOVATION ETF | 00214Q104 | $766.0K | 11,576 | 2.5% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $767.0K | 4,210 | 2.5% |
| BOX Inc(BOX) | CL A | 10316T104 | $865.0K | 29,749 | 2.9% |
| Centene Corp del(CNC) | COM | 15135B101 | $906.0K | 10,743 | 3.0% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $928.0K | 7,772 | 3.1% |
| Align Technology Inc(ALGN) | COM | 016255101 | $1.0M | 2,302 | 3.3% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $1.1M | 12,057 | 3.7% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $1.1M | 25,036 | 3.7% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $1.3M | 5,835 | 4.4% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $1.4M | 8,564 | 4.7% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $1.9M | 10,487 | 6.4% |
| Autodesk Inc(ADSK) | COM | 052769106 | $2.1M | 9,629 | 6.9% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $2.2M | 19,976 | 7.2% |