Q4 2018 Holdings
Filed 2019-02-14 | 418 holdings | $30.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Axon Enterprise Inc COM(AXON) | Stock | 05464C101 | $417.0K | 9,540 | 1.4% |
| Align Technology Inc(ALGN) | Stock | 016255101 | $708.0K | 3,382 | 2.3% |
| Adobe SYS Inc(ADBE) | Stock | 00724F101 | $724.0K | 3,200 | 2.4% |
| Constellation Brands Inc CL A(STZ) | Stock | 21036P108 | $775.0K | 4,821 | 2.5% |
| Alibaba Group Hldg LTD Sponsored ADS(BABA) | Stock | 01609W102 | $932.0K | 6,796 | 3.0% |
| Autodesk Inc(ADSK) | Stock | 052769106 | $995.0K | 7,735 | 3.3% |
| Advanced Micro Devices Inc COM(AMD) | Stock | 007903107 | $4.4M | 237,223 | 14.3% |
| Cummins Inc COM(CMI) | Stock | 231021106 | $5.8M | 43,672 | 19.1% |
| Cisco SYS Inc(CSCO) | Stock | 17275R102 | $7.2M | 167,255 | 23.7% |
| Abbvie Inc COM(ABBV) | Stock | 00287Y109 | $7.4M | 80,632 | 24.3% |