Q1 2018 Holdings
Filed 2018-05-10 | 552 holdings | $9.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Embraer ADR(EMBJ) | SP ADR REP 4 COM | 29082A107 | $82.3K | 3,164,167 | 0.0% |
| MakeMyTrip(MMYT) | SHS | V5633W109 | $88.3K | 2,545,744 | 0.0% |
| Ellie Mae | COM | 28849P100 | $89.0K | 967,537 | 0.0% |
| Vertex Pharmaceuticals(VRTX) | COM | 92532F100 | $89.1K | 546,695 | 0.0% |
| Fortive Corp(FTV) | COM | 34959J108 | $90.5K | 1,167,765 | 0.0% |
| PriceSmart(PSMT) | COM | 741511109 | $98.3K | 1,176,211 | 0.0% |
| Denali Therapeutics(DNLI) | COM | 24823R105 | $102.2K | 5,192,846 | 0.0% |
| China Biologic Products Holdings Inc | COM | G21515104 | $108.4K | 1,338,314 | 0.0% |
| Alphabet Inc Class A(GOOGL) | CAP STK CL A | 02079K305 | $119.3K | 115,040 | 0.0% |
| Tableau Software Class A(DATA) | CL A | 87336U105 | $124.2K | 1,536,830 | 0.0% |
| Hdfc Bank ADR(HDB) | ADR REPS 3 SHS | 40415F101 | $132.0K | 1,336,423 | 0.0% |
| Now Inc(DNOW) | COM | 67011P100 | $137.6K | 13,462,917 | 0.0% |
| Watsco Inc(WSO) | COM | 942622200 | $148.6K | 820,948 | 0.0% |
| Stericycle Inc(SRCLEUR) | COM | 858912108 | $150.3K | 2,568,656 | 0.0% |
| Wayfair Inc Class A(W) | CL A | 94419L101 | $159.7K | 2,365,049 | 0.0% |
| Shopify 'a'(SHOP) | CL A | 82509L107 | $172.6K | 1,385,251 | 0.0% |
| Petrobras Common ADR(PBR) | SPONSORED ADR | 71654V408 | $182.0K | 12,869,926 | 0.0% |
| Restaurant Brands International(QSR) | COM | 76131D103 | $182.1K | 3,201,782 | 0.0% |
| Banco Bradesco Pn ADR(BBD) | SP ADR PFD NEW | 059460303 | $186.1K | 15,664,424 | 0.0% |
| Lincoln Electric Hdg.(LECO) | COM | 533900106 | $200.5K | 2,228,510 | 0.0% |
| Cemex ADR(CX) | SPON ADR NEW | 151290889 | $209.9K | 31,702,301 | 0.0% |
| Wix Com(WIX) | SHS | M98068105 | $219.8K | 2,763,621 | 0.0% |
| Yandex(NBIS) | SHS CLASS A | N97284108 | $222.4K | 5,636,741 | 0.0% |
| Howard Hughes(HHC*) | COM | 44267D107 | $234.7K | 1,686,979 | 0.0% |
| Kirby(KEX) | COM | 497266106 | $239.0K | 3,106,071 | 0.0% |
| Icici Bank ADR(IBN) | ADR | 45104G104 | $249.6K | 28,207,029 | 0.0% |
| Zillow Group Inc Class C(Z) | CL C CAP STK | 98954M200 | $264.8K | 4,922,546 | 0.0% |
| Credicorp(BAP) | COM | G2519Y108 | $274.5K | 1,208,962 | 0.0% |
| Copa Holdings S A(CPA) | CL A | P31076105 | $274.5K | 2,134,407 | 0.0% |
| Ionis Pharmaceuticals(IONS) | COM | 462222100 | $276.1K | 6,262,651 | 0.0% |
| Myriad Genetics Inc(MYGN) | COM | 62855J104 | $282.6K | 9,562,963 | 0.0% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $292.7K | 3,406,014 | 0.0% |
| Siteone Landscape Supply(SITE) | COM | 82982L103 | $304.3K | 3,950,446 | 0.0% |
| Leucadia National | COM | 527288104 | $312.3K | 13,738,059 | 0.0% |
| Ritchie Bros Auctioneers (USA)(RBAGBP) | COM | 767744105 | $346.0K | 10,998,921 | 0.0% |
| Mettler-Toledo(MTD) | COM | 592688105 | $354.7K | 616,780 | 0.0% |
| Under Armour Inc Class A(UAA) | CL A | 904311107 | $355.6K | 21,748,580 | 0.0% |
| 58.Com Inc Adr(WUBAUSD) | SPON ADR REP A | 31680Q104 | $380.1K | 4,759,326 | 0.0% |
| Wabtec(WAB) | COM | 929740108 | $381.9K | 4,691,207 | 0.0% |
| Teradyne(TER) | COM | 880770102 | $401.4K | 8,782,289 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $401.8K | 5,417,824 | 0.0% |
| Itau Unibanco Holding SA(BVXB) | SPON ADR REP PFD | 465562106 | $408.2K | 26,167,341 | 0.0% |
| Interactive Brokers Group(IBKR) | COM | 45841N107 | $414.6K | 6,165,648 | 0.0% |
| LendingTree(TREE) | COM | 52603B107 | $415.7K | 1,266,717 | 0.0% |
| Verisk Analytics(VRSK) | COM | 92345Y106 | $458.4K | 4,407,302 | 0.0% |
| Martin Marietta Materials(MLM) | COM | 573284106 | $459.2K | 2,214,958 | 0.0% |
| Atlassian Corp Plc(TEAM) | CL A | G06242104 | $461.3K | 8,555,578 | 0.0% |
| CH Robinson Worldwide(CHRW) | COM NEW | 12541W209 | $478.6K | 5,106,924 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $479.3K | 4,867,725 | 0.0% |
| JD.Com Inc(JD) | SPON ADR CL A | 47215P106 | $486.3K | 12,011,130 | 0.0% |