Q4 2021 Holdings
Filed 2022-01-14 | 159 holdings | $15.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $17.6K | 52,325 | 0.1% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $344.0K | 8,108 | 2.2% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $460.0K | 812 | 2.9% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $555.0K | 851 | 3.5% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $629.0K | 1,670 | 4.0% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $725.0K | 1,278 | 4.6% |
| Align Technology Inc(ALGN) | COM | 016255101 | $743.0K | 1,130 | 4.7% |
| Corning Inc(GLW) | COM | 219350105 | $1.2M | 31,931 | 7.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $10.9M | 171,667 | 68.4% |