Q2 2020 Holdings
Filed 2020-08-11 | 285 holdings | $127.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $3.5M | 20,017 | 2.7% |
| Adobe Inc(ADBE) | COM | 00724F101 | $4.8M | 11,091 | 3.8% |
| Chegg Inc(CHGG) | COM | 163092109 | $5.7M | 85,264 | 4.5% |
| Construction Partners Inc(ROAD) | COM CL A | 21044C107 | $6.3M | 353,498 | 4.9% |
| Addus Homecare Corp(ADUS) | COM | 006739106 | $7.8M | 84,339 | 6.1% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $8.4M | 87,347 | 6.6% |
| Casella Waste SYS Inc(CWST) | CL A | 147448104 | $8.5M | 162,675 | 6.7% |
| Americas CAR Mart Inc(CRMT) | COM | 03062T105 | $9.6M | 109,312 | 7.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $9.7M | 207,220 | 7.6% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $9.9M | 165,742 | 7.8% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $10.8M | 308,236 | 8.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $12.0M | 55,649 | 9.4% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $21.8M | 222,286 | 17.2% |