Q3 2018 Holdings
Filed 2018-11-14 | 534 holdings | $2.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Inogen Inc(INGN) | Common | 45780L104 | $97.3K | 398,536 | 0.0% |
| Blackstone Group LP(BXUSD) | Common | 09253U108 | $100.3K | 2,633,241 | 0.0% |
| Norwegian Cruise Line Holding(NCLH) | Common | G66721104 | $102.3K | 1,781,693 | 0.0% |
| Mcdonalds Corp.(MCD) | Common | 580135101 | $104.5K | 624,400 | 0.0% |
| Realpage Inc(RP) | Common | 75606N109 | $107.7K | 1,635,023 | 0.0% |
| United Technologies Corp.(UTXZ) | Common | 913017109 | $109.3K | 781,627 | 0.0% |
| SBA Communications Corp(SBAC) | Common | 78410G104 | $110.8K | 689,668 | 0.0% |
| J P Morgan Chase & Co.(JPM) | Common | 46625H100 | $114.0K | 1,010,583 | 0.0% |
| Walt Disney Co.(DIS) | Common | 254687106 | $114.2K | 976,810 | 0.0% |
| T Mobile US Inc(TMUS) | Common | 872590104 | $117.7K | 1,676,816 | 0.0% |
| Abbott Laboratories(ABT) | Common | 002824100 | $118.5K | 1,615,256 | 0.0% |
| Everbridge Inc(EVBGEUR) | Common | 29978A104 | $122.6K | 2,127,497 | 0.0% |
| Vail Resorts Inc.(MTN) | Common | 91879Q109 | $125.1K | 455,864 | 0.0% |
| Lululemon Athletica Inc(LULU) | Common | 550021109 | $128.4K | 790,453 | 0.0% |
| XPO Logistics Inc(XPO) | Common | 983793100 | $129.9K | 1,137,406 | 0.0% |
| Medtronic PLC(MDT) | Common | G5960L103 | $133.8K | 1,360,556 | 0.0% |
| Cantel Medical Corp(CMD) | Common | 138098108 | $134.0K | 1,456,054 | 0.0% |
| Intuitive Surgical Inc(ISRG) | Common | 46120E602 | $140.3K | 244,506 | 0.0% |
| Bio-Techne Corp(TECH) | Common | 09073M104 | $140.9K | 690,181 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | Common | 875372203 | $144.4K | 3,371,372 | 0.0% |
| Cintas Corp.(CTAS) | Common | 172908105 | $146.4K | 740,261 | 0.0% |
| Equinix Inc.(EQIX) | Common | 29444U700 | $150.6K | 347,992 | 0.0% |
| Veeva Systems Inc Class A(VEEV) | Common | 922475108 | $151.5K | 1,391,518 | 0.0% |
| Zimmer Biomet Holdings Inc(ZBH) | Common | 98956P102 | $153.5K | 1,167,789 | 0.0% |
| Progressive Corp OH(PGR) | Common | 743315103 | $153.6K | 2,162,618 | 0.0% |
| Insulet Corp(PODD) | Common | 45784P101 | $180.7K | 1,705,759 | 0.0% |
| AIR Products & Chemicals Inc(APD) | Common | 009158106 | $186.0K | 1,113,350 | 0.0% |
| Netflix COM Inc(NFLX) | Common | 64110L106 | $189.1K | 505,333 | 0.0% |
| Broadcom LTD(AVGO) | Common | 11135F101 | $201.2K | 815,653 | 0.0% |
| Altaba Inc (Closed-End Investm(AABAUSD) | Mutual Funds | 021346101 | $223.2K | 3,275,999 | 0.0% |
| Sherwin-Williams Co(SHW) | Common | 824348106 | $237.6K | 521,959 | 0.0% |
| Cronos Group Inc(CRON) | Common | 22717L101 | $247.0K | 22,176 | 0.0% |
| Abiomed Inc.(ABMDEUR) | Common | 003654100 | $250.8K | 557,706 | 0.0% |
| Paypal Holdings Inc(PYPL) | Common | 70450Y103 | $251.9K | 2,867,967 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | Common | 803607100 | $254.9K | 1,578,360 | 0.0% |
| Vulcan Materials(VMC) | Common | 929160109 | $279.8K | 2,516,324 | 0.0% |
| Intercontinental Exchange Inc(ICE) | Common | 45866F104 | $281.5K | 3,758,827 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | Common | 883556102 | $282.8K | 1,158,683 | 0.0% |
| S&P Global Inc(SPGI) | Common | 78409V104 | $286.9K | 1,468,286 | 0.0% |
| Applied Materials Inc(AMAT) | Common | 038222105 | $294.4K | 7,616,710 | 0.0% |
| Danaher Corp(DHR) | Common | 235851102 | $314.6K | 2,894,814 | 0.0% |
| Illumina Inc(ILMN) | Common | 452327109 | $333.3K | 908,041 | 0.0% |
| Boeing Co(BA) | Common | 097023105 | $344.8K | 927,227 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | Common | 92532F100 | $382.9K | 1,986,701 | 0.0% |
| Union Pacific Corp(UNP) | Common | 907818108 | $393.4K | 2,416,262 | 0.0% |
| Honeywell International Inc(HON) | Common | 438516106 | $415.1K | 2,494,606 | 0.0% |
| Home Depot Inc(HD) | Common | 437076102 | $585.1K | 2,824,667 | 0.0% |
| Facebook Inc(META) | Common | 30303M102 | $699.4K | 4,252,658 | 0.0% |
| Salesforce.com Inc(CRM) | Common | 79466L302 | $824.5K | 5,184,625 | 0.0% |
| Argenx SE ADR(ARGX) | Common | 04016X101 | $834.0K | 11,000 | 0.0% |