Q1 2017 Holdings
Filed 2017-05-15 | 457 holdings | $314.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $9.3M | 267,417 | 3.0% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $16.5M | 169,638 | 5.2% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $21.8M | 260,326 | 6.9% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $21.8M | 66,678 | 6.9% |
| Carmax Inc(KMX) | COM | 143130102 | $24.7M | 417,277 | 7.9% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $37.0M | 1,489,358 | 11.8% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $117.5M | 8,075,249 | 37.4% |