Q1 2018 Holdings
Filed 2018-05-07 | 106 holdings | $16.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Workday Inc Class A(WDAY) | CL A | 98138H101 | $11.7K | 92,257 | 0.1% |
| Palo Alto Networks(PANW) | COM | 697435105 | $12.2K | 66,956 | 0.1% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $2.4M | 55,816 | 14.5% |
| Costco Wholesale Co(COST) | COM | 22160K105 | $4.0M | 21,010 | 23.9% |
| D R Horton Co(DHI) | COM | 23331A109 | $4.6M | 104,023 | 27.6% |
| Alibaba Group Hldg F(BABA) | SPONSORED ADS | 01609W102 | $5.4M | 29,325 | 32.5% |