Q1 2017 Holdings
Filed 2017-05-12 | 153 holdings | $29.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cadence Design System Inc(CDNS) | COM | 127387108 | $4.6M | 147,930 | 15.5% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $7.6M | 46,980 | 25.4% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $7.8M | 80,490 | 26.2% |