Q4 2017 Holdings
Filed 2018-02-13 | 83 holdings | $45.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $25.2M | 146,137 | 55.3% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $17.8M | 465,350 | 39.1% |
| Mellanox Technologies LTD | SHS | M51363113 | $138.1K | 2,134,105 | 0.3% |
| WIX COM LTD(WIX) | SHS | M98068105 | $103.5K | 1,798,528 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $101.4K | 889,185 | 0.2% |
| Mylan N V | SHS EURO | N59465109 | $93.6K | 2,211,798 | 0.2% |
| Citigroup Inc(C) | COM NEW | 172967424 | $89.1K | 1,197,325 | 0.2% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $77.0K | 501,760 | 0.2% |
| Bank Amer Corp(BAC) | COM | 060505104 | $76.7K | 2,596,817 | 0.2% |
| Home Depot Inc(HD) | COM | 437076102 | $64.7K | 341,170 | 0.1% |
| Urogen Pharma LTD(URGN) | COM | M96088105 | $56.2K | 1,510,007 | 0.1% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $55.9K | 369,280 | 0.1% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $55.1K | 216,423 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $54.5K | 51,776 | 0.1% |
| AT&T Inc(T) | COM | 00206R102 | $50.5K | 1,299,840 | 0.1% |
| Boeing Co(BA) | COM | 097023105 | $49.6K | 168,260 | 0.1% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $47.7K | 1,271,381 | 0.1% |
| Fedex Corp(FDX) | COM | 31428X106 | $47.5K | 190,373 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $46.2K | 1,001,540 | 0.1% |
| Regions Finl Corp New(RF) | COM | 7591EP100 | $46.2K | 2,674,840 | 0.1% |
| Sodastream International LTD | USD SHS | M9068E105 | $45.9K | 652,718 | 0.1% |
| Oracle Corp(ORCL) | COM | 68389X105 | $42.8K | 904,900 | 0.1% |
| Allergan PLC | SHS | G0177J108 | $41.4K | 253,215 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $41.4K | 385,060 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $39.6K | 633,265 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $39.6K | 33,821 | 0.1% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $39.1K | 976,694 | 0.1% |
| Orbotech LTD | ORD | M75253100 | $38.5K | 766,269 | 0.1% |
| General Dynamics Corp(GD) | COM | 369550108 | $37.1K | 182,215 | 0.1% |
| Starbucks Corp(SBUX) | COM | 855244109 | $37.0K | 644,300 | 0.1% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $37.0K | 457,655 | 0.1% |
| EOG RES Inc(EOG) | COM | 26875P101 | $36.4K | 337,595 | 0.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $34.4K | 321,975 | 0.1% |
| Royal Dutch Shell PLC(R6C2) | SPON ADR B | 780259107 | $33.3K | 488,130 | 0.1% |
| Anthem Inc(ELV) | COM | 036752103 | $33.3K | 148,015 | 0.1% |
| Celgene Corp(CELG) | COM | 151020104 | $31.1K | 297,900 | 0.1% |
| Tower Semiconductor LTD(TSEM) | SHS NEW | M87915274 | $31.0K | 908,313 | 0.1% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $30.9K | 159,866 | 0.1% |
| RIO Tinto PLC(RIO) | SPONSORED ADR | 767204100 | $30.3K | 573,240 | 0.1% |
| TE Connectivity LTD(TEL) | REG SHS | H84989104 | $29.8K | 313,070 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $28.8K | 391,150 | 0.1% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $28.5K | 403,275 | 0.1% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $27.1K | 529,410 | 0.1% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $25.2K | 210,320 | 0.1% |
| Nice LTD(NSY) | SPONSORED ADR | 653656108 | $24.6K | 268,135 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $24.2K | 587,650 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $24.1K | 172,460 | 0.1% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $23.0K | 121,305 | 0.1% |
| Nova Measuring Instruments L(NVMI) | COM | M7516K103 | $23.0K | 886,541 | 0.1% |
| Amgen Inc(AMGN) | COM | 031162100 | $22.4K | 129,085 | 0.0% |