Q1 2022 Holdings
Filed 2022-05-13 | 57 holdings | $60.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| S&P Global Inc(SPGI) | COM | 78409V104 | $80.4K | 195,931 | 0.1% |
| Crown Hldgs Inc(CCK) | COM | 228368106 | $1.2M | 9,569 | 2.0% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $3.6M | 7,871 | 5.9% |
| Anterix Inc(ATEX) | COM | 03676C100 | $6.4M | 110,100 | 10.5% |
| D R Horton Inc(DHI) | COM | 23331A109 | $13.6M | 183,117 | 22.5% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $14.5M | 326,593 | 23.8% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $20.7M | 89,899 | 34.1% |