Q4 2021 Holdings
Filed 2022-02-11 | 117 holdings | $487.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Globant S A(GLOB) | COM | L44385109 | $201.5K | 641,485 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $229.3K | 79,149 | 0.0% |
| Infosys LTD(INFY) | SPONSORED ADR | 456788108 | $234.0K | 9,245,180 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $244.5K | 376,680 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $355.9K | 1,058,105 | 0.1% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADR | 874039100 | $445.9K | 3,706,312 | 0.1% |
| Customers Bancorp Inc(CUBI) | COM | 23204G100 | $3.2M | 48,908 | 0.7% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $3.2M | 52,812 | 0.7% |
| Cryoport Inc(CYRX) | COM PAR $0.001 | 229050307 | $3.3M | 55,247 | 0.7% |
| Azenta Inc(AZTA) | COM | 114340102 | $8.3M | 80,538 | 1.7% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $8.7M | 70,335 | 1.8% |
| AMN Healthcare Svcs Inc(AMN) | COM | 001744101 | $9.5M | 77,506 | 1.9% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $14.0M | 24,726 | 2.9% |
| Align Technology Inc(ALGN) | COM | 016255101 | $57.2M | 87,012 | 11.7% |
| Callaway Golf Co(CALY) | COM | 131193104 | $64.6M | 2,353,175 | 13.2% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $113.9M | 791,428 | 23.4% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $196.9M | 347,289 | 40.4% |