Q2 2018 Holdings
Filed 2018-07-17 | 518 holdings | $9.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $85.5K | 1,120,164 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $85.8K | 621,371 | 0.0% |
| CoStar Group(CSGP) | COM | 22160N109 | $88.7K | 214,920 | 0.0% |
| MakeMyTrip(MMYT) | SHS | V5633W109 | $93.1K | 2,576,385 | 0.0% |
| Fortive Corp(FTV) | COM | 34959J108 | $95.6K | 1,239,927 | 0.0% |
| Novocure Ltd(NVCR) | ORD SHS | G6674U108 | $96.8K | 3,093,395 | 0.0% |
| Vertex Pharmaceuticals(VRTX) | COM | 92532F100 | $98.3K | 578,439 | 0.0% |
| Ellie Mae | COM | 28849P100 | $106.9K | 1,029,367 | 0.0% |
| PriceSmart(PSMT) | COM | 741511109 | $112.5K | 1,243,380 | 0.0% |
| Banco Bradesco Pn ADR(BBD) | SP ADR PFD NEW | 059460303 | $120.1K | 17,509,302 | 0.0% |
| Alphabet Inc Class A(GOOGL) | CAP STK CL A | 02079K305 | $129.5K | 114,684 | 0.0% |
| China Biologic Products Holdings Inc | COM | G21515104 | $133.8K | 1,347,282 | 0.0% |
| Hdfc Bank ADR(HDB) | ADR REPS 3 SHS | 40415F101 | $138.5K | 1,318,914 | 0.0% |
| Watsco Inc(WSO) | COM | 942622200 | $156.3K | 876,510 | 0.0% |
| Stericycle Inc(SRCLEUR) | COM | 858912108 | $167.0K | 2,558,365 | 0.0% |
| Tableau Software Class A(DATA) | CL A | 87336U105 | $167.8K | 1,716,736 | 0.0% |
| Petrobras Common ADR(PBR) | SPONSORED ADR | 71654V408 | $168.0K | 16,745,979 | 0.0% |
| Now Inc(DNOW) | COM | 67011P100 | $191.2K | 14,343,559 | 0.0% |
| Lincoln Electric Hdg.(LECO) | COM | 533900106 | $195.0K | 2,222,256 | 0.0% |
| Restaurant Brands International(QSR) | COM | 76131D103 | $204.3K | 3,388,671 | 0.0% |
| Cemex ADR(CX) | SPON ADR NEW | 151290889 | $208.0K | 31,700,250 | 0.0% |
| Howard Hughes(HHC*) | COM | 44267D107 | $221.2K | 1,669,487 | 0.0% |
| Shopify 'a'(SHOP) | CL A | 82509L107 | $245.4K | 1,682,123 | 0.0% |
| Albemarle Corp(ALB) | COM | 012653101 | $246.9K | 2,617,349 | 0.0% |
| Kirby(KEX) | COM | 497266106 | $254.8K | 3,047,764 | 0.0% |
| Wix Com(WIX) | SHS | M98068105 | $260.3K | 2,595,301 | 0.0% |
| Copa Holdings S A(CPA) | CL A | P31076105 | $275.5K | 2,912,105 | 0.0% |
| LendingTree(TREE) | COM | 52603B107 | $284.4K | 1,330,086 | 0.0% |
| Itau Unibanco Holding SA(BVXB) | SPON ADR REP PFD | 465562106 | $292.8K | 28,203,732 | 0.0% |
| Jefferies Financial Group Inc(JEF) | COM | 47233W109 | $310.8K | 13,669,151 | 0.0% |
| Wayfair Inc Class A(W) | CL A | 94419L101 | $320.3K | 2,696,705 | 0.0% |
| Siteone Landscape Supply(SITE) | COM | 82982L103 | $328.8K | 3,916,122 | 0.0% |
| 58.Com Inc Adr(WUBAUSD) | SPON ADR REP A | 31680Q104 | $328.9K | 4,743,876 | 0.0% |
| Teradyne(TER) | COM | 880770102 | $329.2K | 8,647,094 | 0.0% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $338.8K | 3,353,980 | 0.0% |
| Mettler-Toledo(MTD) | COM | 592688105 | $340.5K | 588,481 | 0.0% |
| Icici Bank ADR(IBN) | ADR | 45104G104 | $347.1K | 43,221,030 | 0.0% |
| Myriad Genetics Inc(MYGN) | COM | 62855J104 | $353.3K | 9,455,185 | 0.0% |
| Ritchie Bros Auctioneers (USA)(RBAGBP) | COM | 767744105 | $382.9K | 11,224,012 | 0.0% |
| Ionis Pharmaceuticals(IONS) | COM | 462222100 | $386.7K | 9,279,730 | 0.0% |
| Credicorp(BAP) | COM | G2519Y108 | $396.7K | 1,762,130 | 0.0% |
| Interactive Brokers Group(IBKR) | COM | 45841N107 | $405.1K | 6,288,796 | 0.0% |
| CH Robinson Worldwide(CHRW) | COM NEW | 12541W209 | $425.0K | 5,080,124 | 0.0% |
| Under Armour Inc Class A(UAA) | CL A | 904311107 | $464.0K | 20,640,923 | 0.0% |
| AJ Gallagher & Co(AJG) | COM | 363576109 | $464.9K | 7,122,091 | 0.0% |
| JD.Com Inc(JD) | SPON ADR CL A | 47215P106 | $467.7K | 12,008,516 | 0.0% |
| Verisk Analytics(VRSK) | COM | 92345Y106 | $468.2K | 4,349,677 | 0.0% |
| Wabtec(WAB) | COM | 929740108 | $476.1K | 4,829,772 | 0.0% |
| TD Ameritrade Holding Corp(AMT) | COM | 87236Y108 | $491.1K | 8,966,013 | 0.0% |
| Thermo Fisher Scientific(TMO) | COM | 883556102 | $492.6K | 2,378,190 | 0.0% |