Q2 2019 Holdings
Filed 2019-08-14 | 2 holdings | $2.2M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2024-04-24) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autoliv Inc(ALV) | COM | 052800109 | $4.2K | 59,843 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | SPONSORED ADS | 881624209 | $4.2K | 460,569 | 0.0% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $4.5K | 171,816 | 0.0% |
| Perkinelmer Inc(RVTY) | COM | 714046109 | $4.8K | 49,380 | 0.0% |
| Robert Half Intl Inc(RHI) | COM | 770323103 | $4.8K | 83,525 | 0.0% |
| General Electric Co | COM | 369604103 | $4.9K | 467,673 | 0.0% |
| Banco Bradesco S A(BBD) | SP ADR PFD NEW | 059460303 | $4.9K | 501,121 | 0.0% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $5.0K | 35,750 | 0.0% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $5.1K | 29,213 | 0.0% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $5.2K | 47,290 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $5.2K | 21,389 | 0.0% |
| Elanco Animal Health Inc(ELAN) | COM | 28414H103 | $5.2K | 154,932 | 0.0% |
| Masco Corp(MAS) | COM | 574599106 | $5.3K | 134,542 | 0.0% |
| Weibo Corp(WB) | SPONSORED ADR | 948596101 | $5.3K | 121,412 | 0.0% |
| Vici Pptys Inc(VICI) | COM | 925652109 | $5.7K | 259,754 | 0.0% |
| Helmerich & Payne Inc(HP) | COM | 423452101 | $5.9K | 117,200 | 0.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $6.0K | 34,908 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $6.2K | 32,837 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $6.3K | 45,231 | 0.0% |
| Wingstop Inc(WING) | COM | 974155103 | $6.5K | 68,387 | 0.0% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $6.6K | 32,968 | 0.0% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $6.6K | 94,636 | 0.0% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $6.8K | 331,398 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $6.9K | 59,843 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $6.9K | 35,875 | 0.0% |
| Anaplan Inc(PLANUSD) | COM | 03272L108 | $7.0K | 139,283 | 0.0% |
| EOG RES Inc(EOG) | COM | 26875P101 | $7.1K | 76,347 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $7.1K | 41,221 | 0.0% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $7.4K | 91,983 | 0.0% |
| Methanex Corp(MEOH) | COM | 59151K108 | $7.4K | 163,927 | 0.0% |
| Campbell Soup Co(CPB) | COM | 134429109 | $7.5K | 186,636 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $7.5K | 32,953 | 0.0% |
| WIX COM LTD(WIX) | SHS | M98068105 | $7.6K | 53,584 | 0.0% |
| DOW Inc(DOW) | COM | 260557103 | $7.7K | 156,180 | 0.0% |
| Ollies Bargain Outlt Hldgs I(OLLI) | COM | 681116109 | $7.7K | 88,891 | 0.0% |
| Target Corp(TGT) | COM | 87612E106 | $7.8K | 90,327 | 0.0% |
| Viasat Inc(VSAT) | COM | 92552V100 | $7.9K | 97,515 | 0.0% |
| Hollyfrontier Corp(HFCUSD) | COM | 436106108 | $7.9K | 171,208 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $8.0K | 105,162 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $8.0K | 30,174 | 0.0% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $8.5K | 41,648 | 0.0% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $8.5K | 78,508 | 0.0% |
| Teck Resources LTD(TECK) | CL B | 878742204 | $8.6K | 374,403 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $8.7K | 59,797 | 0.0% |
| National Oilwell Varco Inc(NOVEUR) | COM | 637071101 | $9.1K | 408,856 | 0.0% |
| Garmin LTD(GRMN) | SHS | H2906T109 | $9.3K | 116,037 | 0.0% |
| Teradyne Inc(TER) | COM | 880770102 | $9.5K | 198,470 | 0.0% |
| Carnival Corp(CCL) | UNIT 99/99/9999 | 143658300 | $10.4K | 223,537 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $10.7K | 196,795 | 0.0% |
| Toronto Dominion BK ONT(TD) | COM NEW | 891160509 | $10.8K | 184,700 | 0.0% |