Q4 2019 Holdings
Filed 2020-02-11 | 160 holdings | $63.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cummins Inc(CMI) | Ordinary Shares | 231021106 | $499.0K | 2,790 | 0.8% |
| Autozone Inc(AZO) | Ordinary Shares | 053332102 | $534.0K | 448 | 0.8% |
| Biogen, Inc(BIIB) | Ordinary Shares | 09062X103 | $949.0K | 3,198 | 1.5% |
| Crown Castle Intl Corp(CCI) | Ordinary Shares | 22822V101 | $1.0M | 7,147 | 1.6% |
| Adma Biologics Inc(ADMA) | Ordinary Shares | 000899104 | $2.1M | 533,382 | 3.4% |
| Adobe Inc(ADBE) | Ordinary Shares | 00724F101 | $2.7M | 8,319 | 4.4% |
| Alarm COM Holdings Inc(ALRM) | Ordinary Shares | 011642105 | $8.9M | 207,546 | 14.2% |
| Alibaba Group Holding LTD A D R(BABA) | American Depository Receipts | 01609W102 | $10.6M | 50,000 | 16.8% |
| Costco Whsl Corp(COST) | Ordinary Shares | 22160K105 | $14.0M | 47,553 | 22.2% |
| Axon Enterprise Inc(AXON) | Ordinary Shares | 05464C101 | $19.9M | 272,162 | 31.7% |