Q2 2019 Holdings
Filed 2019-08-14 | 300 holdings | $18.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Comscore(SCOR1EUR) | COM | 20564W105 | $45.1K | 8,749,357 | 0.0% |
| 2U Inc | COM | 90214J101 | $45.3K | 1,204,800 | 0.0% |
| Gildan Activewear(GIL) | COM | 375916103 | $46.3K | 1,196,500 | 0.0% |
| Stryker Corp.(SYK) | COM | 863667101 | $46.4K | 225,500 | 0.0% |
| Altair Engineering(ALTREUR) | COM | 021369103 | $46.6K | 1,153,600 | 0.0% |
| Noble Energy Inc.(NBL2EUR) | COM | 655044105 | $46.7K | 2,083,747 | 0.0% |
| Nuvasive Inc.(NUVAGBP) | COM | 670704105 | $47.7K | 814,500 | 0.0% |
| Western Digital Corp(WDC) | COM | 958102105 | $49.7K | 1,044,636 | 0.0% |
| Tribune Media Company(TRCO) | COM | 896047503 | $50.5K | 1,091,930 | 0.0% |
| Rockwell Automation(ROK) | COM | 773903109 | $50.6K | 308,665 | 0.0% |
| LAS Vegas Sands Corp.(LVS) | COM | 517834107 | $50.7K | 857,300 | 0.0% |
| V F Corp(VFC) | COM | 918204108 | $51.1K | 585,000 | 0.0% |
| Pentair PLC(PNR) | COM | G7S00T104 | $54.6K | 1,466,500 | 0.0% |
| Lyft Inc(LYFT) | COM | 55087P104 | $54.6K | 830,800 | 0.0% |
| Tyson Foods(TSN) | COM | 902494103 | $55.0K | 681,500 | 0.0% |
| Beigene LTD | COM | 00BGDY260 | $61.0K | 6,350,100 | 0.0% |
| NN Inc(NNBR) | COM | 629337106 | $62.0K | 6,352,900 | 0.0% |
| Faro Technologies Inc.(FARO) | COM | 311642102 | $62.9K | 1,196,578 | 0.0% |
| NMI Holdings Inc.(NMIH) | COM | 629209305 | $64.4K | 2,268,449 | 0.0% |
| Waters Corp(WAT) | COM | 941848103 | $66.8K | 310,327 | 0.0% |
| Hilton Worldwide Holdings(HLT) | COM | 43300A203 | $67.4K | 689,165 | 0.0% |
| Newell Brands Inc(NWL) | COM | 651229106 | $68.8K | 4,461,960 | 0.0% |
| Formfactor Inc(FORM) | COM | 346375108 | $71.1K | 4,537,818 | 0.0% |
| Capri Holdings Limited(CPRI) | COM | G1890L107 | $71.3K | 2,056,891 | 0.0% |
| Comcast Corp Cable(CMCSA) | COM | 20030N101 | $71.6K | 1,693,900 | 0.0% |
| Restaurant Brands Intl(QSR) | COM | 76131D103 | $74.6K | 1,072,400 | 0.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $77.8K | 456,050 | 0.0% |
| Schlumberger LTD(SLB) | COM | 806857108 | $78.8K | 1,982,328 | 0.0% |
| Cabot Oil & Gas Corp(CTRA) | COM | 127097103 | $80.5K | 3,507,854 | 0.0% |
| Fluidigm Corp.(LAB) | COM | 34385P108 | $81.1K | 6,579,343 | 0.0% |
| Sanofi(SNY) | COM | 80105N105 | $83.1K | 1,920,700 | 0.0% |
| Cboe Global Markets(CBOE) | COM | 12503M108 | $85.5K | 825,100 | 0.0% |
| Arena Pharmaceuticals(ARNAEUR) | COM | 040047607 | $89.4K | 1,525,200 | 0.0% |
| CSX Corp.(CSX) | COM | 126408103 | $92.4K | 1,194,200 | 0.0% |
| Spectrum Pharmaceuticals | COM | 84763A108 | $95.8K | 11,126,000 | 0.0% |
| Teradyne(TER) | COM | 880770102 | $97.1K | 2,026,152 | 0.0% |
| Ulta Beauty Inc.(ULTA) | COM | 90384S303 | $97.6K | 281,400 | 0.0% |
| Edwards Life(EW) | COM | 28176E108 | $98.8K | 535,000 | 0.0% |
| Electronic Arts Inc.(EA) | COM | 285512109 | $100.2K | 989,825 | 0.0% |
| Idex Corp(IEX) | COM | 45167R104 | $101.6K | 590,300 | 0.0% |
| DOW Inc.(DOW) | COM | 260557103 | $108.4K | 2,198,344 | 0.0% |
| Maxlinear Inc(MXL) | COM | 57776J100 | $111.9K | 4,772,722 | 0.0% |
| Salesforce.com(CRM) | COM | 79466L302 | $112.4K | 740,860 | 0.0% |
| Imax Corp.(IMAX) | COM | 45245E109 | $115.0K | 5,694,300 | 0.0% |
| Jabil Circuit(JBL) | COM | 466313103 | $123.0K | 3,893,900 | 0.0% |
| Epizyme(EPZMEUR) | COM | 29428V104 | $128.7K | 10,256,201 | 0.0% |
| Nuance Communications | COM | 67020Y100 | $139.9K | 8,758,483 | 0.0% |
| United Technologies Corp.(UTXZ) | COM | 913017109 | $145.3K | 1,116,162 | 0.0% |
| Marriott International(MAR) | COM | 571903202 | $149.4K | 1,065,196 | 0.0% |
| MGM Resorts Intl(MGM) | COM | 552953101 | $152.8K | 5,347,700 | 0.0% |