Q3 2019 Holdings
Filed 2019-11-01 | 103 holdings | $5.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Constellation Brands Inc(STZ) | COM | 21036P108 | $311.0K | 1,500 | 6.0% |
| Alarm.com Holdings Inc(ALRM) | COM | 011642105 | $1.0M | 21,905 | 19.9% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $3.1M | 62,473 | 60.0% |