Q2 2019 Holdings
Filed 2019-07-31 | 123 holdings | $13.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Goldman Sachs Access HY Corp ETF(GHYB) | ETF | 381430453 | $12.4K | 252,000 | 0.1% |
| Technology Select Se ctor Spdr Fund(XLK) | ETF | 81369Y803 | $16.9K | 216,463 | 0.1% |
| Ciena Corp(CIEN) | COM | 171779309 | $633.0K | 15,400 | 4.7% |
| Darden Restaurants I nc(DRI) | COM | 237194105 | $852.0K | 7,000 | 6.3% |
| Appfolio Inc(APPF) | COM | 03783C100 | $982.0K | 9,600 | 7.2% |
| AutoZone Inc(AZO) | COM | 053332102 | $990.0K | 900 | 7.3% |
| DMC Global Inc.(BOOM) | COM | 23291C103 | $1.2M | 18,200 | 8.5% |
| Cargurus Inc(CARG) | COM | 141788109 | $1.5M | 42,100 | 11.2% |
| Costco Wholesale Cor p(COST) | COM | 22160K105 | $1.9M | 7,200 | 14.0% |
| Cadence Design Syste ms Inc(CDNS) | COM | 127387108 | $2.3M | 32,100 | 16.7% |
| Adobe Systems Inc(ADBE) | COM | 00724F101 | $3.1M | 10,365 | 22.5% |