Q3 2017 Holdings
Filed 2017-12-01 | 99 holdings | $1.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $371.0K | 4,179 | 36.3% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $336.0K | 8,524 | 32.8% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $285.0K | 2,990 | 27.9% |
| Cognex Corp(CGNX) | COM | 192422103 | $432 | 3,920 | 0.0% |
| Myriad Genetics Inc(MYGN) | COM | 62855J104 | $427 | 11,798 | 0.0% |
| Aarons Inc(AANUSD) | COM PAR $0.50 | 002535300 | $424 | 9,709 | 0.0% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $409 | 2,020 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $398 | 2,227 | 0.0% |
| Best BUY Inc(BBY) | COM | 086516101 | $385 | 6,767 | 0.0% |
| Childrens PL Inc(PLCE) | COM | 168905107 | $380 | 3,220 | 0.0% |
| Southwest Airls Co(LUV) | COM | 844741108 | $379 | 6,769 | 0.0% |
| Landstar SYS Inc(LSTR) | COM | 515098101 | $378 | 3,794 | 0.0% |
| CDK Global Inc(CDK) | COM | 12508E101 | $378 | 4,414 | 0.0% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $370 | 15,971 | 0.0% |
| Old Dominion Fght Lines Inc(ODFL) | COM | 679580100 | $367 | 3,336 | 0.0% |
| Lear Corp(LEA) | COM NEW | 521865204 | $359 | 2,077 | 0.0% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $359 | 5,251 | 0.0% |
| Chemed Corp New(CHE) | COM | 16359R103 | $356 | 1,764 | 0.0% |
| Packaging Corp Amer(PKG) | COM | 695156109 | $356 | 3,104 | 0.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $355 | 3,335 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $349 | 6,699 | 0.0% |
| Cboe Hldgs Inc(CBOE) | COM | 12503M108 | $349 | 3,242 | 0.0% |
| Teradata Corp del(TDC) | COM | 88076W103 | $346 | 10,241 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $345 | 3,384 | 0.0% |
| Rollins Inc(ROL) | COM | 775711104 | $344 | 7,456 | 0.0% |
| Pilgrims Pride Corp New(PPC) | COM | 72147K108 | $342 | 12,045 | 0.0% |
| Verisign Inc(VRSN) | COM | 92343E102 | $342 | 3,216 | 0.0% |
| Forward AIR Corp(FWRDUSD) | COM | 349853101 | $341 | 5,950 | 0.0% |
| Robert Half Intl Inc(RHI) | COM | 770323103 | $341 | 6,767 | 0.0% |
| Huntington Ingalls Inds Inc(HII) | COM | 446413106 | $340 | 1,502 | 0.0% |
| NVR Inc(NVR) | COM | 62944T105 | $340 | 119 | 0.0% |
| Knight Swift Transn Hldgs in(KNX) | CL A | 499049104 | $339 | 8,154 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $339 | 2,202 | 0.0% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $338 | 4,779 | 0.0% |
| Versum Matls Inc | COM | 92532W103 | $336 | 8,651 | 0.0% |
| Sirius XM Hldgs Inc(SIRIEUR) | COM | 82968B103 | $336 | 60,847 | 0.0% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $334 | 1,806 | 0.0% |
| Cigna Corporation | COM | 125509109 | $334 | 1,788 | 0.0% |
| Wabash Natl Corp(WNC) | COM | 929566107 | $332 | 14,531 | 0.0% |
| Valero Energy Corp New(VLO) | COM | 91913Y100 | $332 | 4,320 | 0.0% |
| HP Inc(HPQ) | COM | 40434L105 | $332 | 16,641 | 0.0% |
| Monster Beverage Corp New(MNST) | COM | 61174X109 | $330 | 5,977 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $329 | 3,671 | 0.0% |
| Northrop Grumman Corp(NOC) | COM | 666807102 | $328 | 1,140 | 0.0% |
| Maxim Integrated Prods Inc(MXIM) | COM | 57772K101 | $327 | 6,850 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $326 | 1,995 | 0.0% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $326 | 1,642 | 0.0% |
| Insperity Inc(NSP) | COM | 45778Q107 | $324 | 3,683 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $322 | 2,312 | 0.0% |
| Wolverine World Wide Inc(WWW) | COM | 978097103 | $322 | 11,159 | 0.0% |