Q4 2017 Holdings
Filed 2018-02-14 | 62 holdings | $24.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| MercadoLibre Inc(MELI) | Ordinary Shares | 58733R102 | $13.2K | 41,937 | 0.1% |
| Watsco Inc(WSO) | Ordinary Shares | 942622200 | $13.6K | 80,000 | 0.1% |
| IPG Photonics Corp(IPGP) | Ordinary Shares | 44980X109 | $13.8K | 64,500 | 0.1% |
| Texas Roadhouse Inc(TXRH) | Ordinary Shares | 882681109 | $14.0K | 265,429 | 0.1% |
| Splunk Inc(SPLKCHF) | Ordinary Shares | 848637104 | $14.5K | 174,500 | 0.1% |
| ResMed Inc(RMD) | Ordinary Shares | 761152107 | $17.0K | 201,000 | 0.1% |
| Thor Industries Inc(THO) | Ordinary Shares | 885160101 | $17.3K | 115,000 | 0.1% |
| SBA Communications Corp(SBAC) | Ordinary Shares | 78410G104 | $18.8K | 115,000 | 0.1% |
| XPO Logistics Inc(XPO) | Ordinary Shares | 983793100 | $19.7K | 215,000 | 0.1% |
| Autozone Inc(AZO) | Ordinary Shares | 053332102 | $5.2M | 7,300 | 21.3% |
| Costco Wholesale Corp(COST) | Ordinary Shares | 22160K105 | $7.4M | 40,000 | 30.5% |
| Align Technology Inc(ALGN) | Ordinary Shares | 016255101 | $11.3M | 51,000 | 46.4% |