Q1 2019 Holdings
Filed 2019-05-01 | 712 holdings | $10.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fastenal(FAST) | COM | 311900104 | $70.0K | 1,087,893 | 0.0% |
| PriceSmart(PSMT) | COM | 741511109 | $70.6K | 1,198,967 | 0.0% |
| Anaplan Inc Common(PLANUSD) | COM | 03272L108 | $73.7K | 1,871,644 | 0.0% |
| Rubius Therapeutics Inc | COM | 78116T103 | $74.8K | 4,132,851 | 0.0% |
| Vertex Pharmaceuticals(VRTX) | COM | 92532F100 | $78.2K | 424,845 | 0.0% |
| Lyft Inc Class A Common(LYFT) | CL A COM | 55087P104 | $78.3K | 1,000,000 | 0.0% |
| Exact Sciences(EXAS) | COM | 30063P105 | $79.2K | 914,779 | 0.0% |
| SEA Ltd ADR(SE) | ADR | 81141R100 | $80.6K | 3,428,346 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $81.5K | 1,789,993 | 0.0% |
| Heico 'a'(HEI/A) | CL A | 422806208 | $85.9K | 1,022,104 | 0.0% |
| iRobot(IRBTQ) | COM | 462726100 | $87.4K | 742,391 | 0.0% |
| MakeMyTrip(MMYT) | SHS | V5633W109 | $90.0K | 3,260,419 | 0.0% |
| Redfin(RDFN) | COM | 75737F108 | $96.2K | 4,747,382 | 0.0% |
| New Relic(NEWREUR) | COM | 64829B100 | $100.5K | 1,018,161 | 0.0% |
| 2U | COM | 90214J101 | $101.0K | 1,425,886 | 0.0% |
| Stitch Fix(SFIX) | COM CL A | 860897107 | $102.7K | 3,639,129 | 0.0% |
| BRF SA(P5Y) | SPONSORED ADR | 10552T107 | $117.7K | 20,229,356 | 0.0% |
| Roku(ROKU) | COM CL A | 77543R102 | $118.0K | 1,828,424 | 0.0% |
| Fortive Corp(FTV) | COM | 34959J108 | $131.6K | 1,568,150 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $136.0K | 924,904 | 0.0% |
| Vale SA ADR(VALE) | ADR | 91912E105 | $137.8K | 10,553,700 | 0.0% |
| Glaukos Corp(GKOS) | COM | 377322102 | $137.9K | 1,759,622 | 0.0% |
| Denali Therapeutics(DNLI) | COM | 24823R105 | $145.4K | 6,262,226 | 0.0% |
| Yext Inc(YEXT) | COM | 98585N106 | $147.5K | 6,747,519 | 0.0% |
| SiteOne Landscape Supply(SITE) | COM | 82982L103 | $148.1K | 2,591,916 | 0.0% |
| Hdfc Bank ADR(HDB) | ADR REPS 3 SHS | 40415F101 | $150.5K | 1,298,578 | 0.0% |
| CoStar Group(CSGP) | COM | 22160N109 | $151.5K | 324,889 | 0.0% |
| Alphabet Inc Class A(GOOGL) | CAP STK CL A | 02079K305 | $158.0K | 134,281 | 0.0% |
| Watsco Inc(WSO) | COM | 942622200 | $161.5K | 1,127,576 | 0.0% |
| Cemex ADR(CX) | SPON ADR NEW | 151290889 | $162.1K | 34,935,830 | 0.0% |
| Tencent Music Entertainment ADR(TME) | SPONSORED ADS | 88034P109 | $172.1K | 9,506,034 | 0.0% |
| Howard Hughes(HHC*) | COM | 44267D107 | $189.2K | 1,720,351 | 0.0% |
| Now Inc(DNOW) | COM | 67011P100 | $215.7K | 15,452,769 | 0.0% |
| Albemarle Corp(ALB) | COM | 012653101 | $216.4K | 2,639,904 | 0.0% |
| Banco Bradesco Pn ADR(BBD) | SP ADR PFD NEW | 059460303 | $232.5K | 21,311,872 | 0.0% |
| Copa Holdings S A(CPA) | CL A | P31076105 | $254.6K | 3,157,983 | 0.0% |
| The Trade Desk(TTD) | COM CL A | 88339J105 | $254.8K | 1,287,119 | 0.0% |
| Jefferies Financial Group Inc(JEF) | COM | 47233W109 | $259.2K | 13,796,005 | 0.0% |
| Tableau Software Class A(DATA) | CL A | 87336U105 | $264.1K | 2,074,836 | 0.0% |
| JD.Com Inc(JD) | SPON ADR CL A | 47215P106 | $278.8K | 9,248,691 | 0.0% |
| Stericycle Inc(SRCLEUR) | COM | 858912108 | $292.4K | 5,372,183 | 0.0% |
| Wix Com(WIX) | SHS | M98068105 | $298.8K | 2,472,656 | 0.0% |
| Abiomed(ABMDEUR) | COM | 003654100 | $308.8K | 1,081,431 | 0.0% |
| 58.Com Inc Adr(WUBAUSD) | SPON ADR REP A | 31680Q104 | $313.7K | 4,775,534 | 0.0% |
| Myriad Genetics Inc(MYGN) | COM | 62855J104 | $316.7K | 9,540,586 | 0.0% |
| Teradyne(TER) | COM | 880770102 | $341.7K | 8,576,233 | 0.0% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $351.7K | 3,345,616 | 0.0% |
| Chipotle Mexican Grill(CMG) | COM | 169656105 | $355.9K | 501,078 | 0.0% |
| Interactive Brokers Group(IBKR) | COM | 45841N107 | $357.4K | 6,883,011 | 0.0% |
| Ritchie Bros Auctioneers (USA)(RBAGBP) | COM | 767744105 | $371.1K | 10,916,413 | 0.0% |