Q2 2019 Holdings
Filed 2019-08-14 | 429 holdings | $42.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| United Parcel Service Inc(QCOM) | COM | 747525103 | $3.2K | 42,233 | 0.0% |
| Travelers Companies Inc(TEVA) | SPONSORED ADS | 881624209 | $3.2K | 345,694 | 0.0% |
| Biotelemetry Inc(KEN) | SHS | Y46717107 | $3.5K | 167,839 | 0.0% |
| Okta Inc(INTC) | COM | 458140100 | $3.7K | 77,978 | 0.0% |
| 58 COM Inc(CSCO) | COM | 17275R102 | $3.8K | 68,021 | 0.0% |
| Thermo Fisher Scientific Inc(PANW) | COM | 697435105 | $3.9K | 18,957 | 0.0% |
| Robert Half Intl Inc(MGIC) | ORD | 559166103 | $3.9K | 435,737 | 0.0% |
| RA MED SYS Inc(NVDA) | COM | 67066G104 | $3.9K | 23,983 | 0.0% |
| First Trust US Equity Opport(AMZN) | COM | 023135106 | $4.0K | 2,130 | 0.0% |
| Citigroup Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $4.3K | 68,711 | 0.0% |
| Duke Realty Corp(GILT) | SHS NEW | M51474118 | $4.6K | 542,402 | 0.0% |
| Domo Inc(GLMD) | SHS | M47238106 | $4.7K | 639,269 | 0.0% |
| Cintas Corp | COM | 29014R103 | $5.0K | 500,436 | 0.0% |
| E Trade Financial Corp(KMDA) | SHS | M6240T109 | $5.0K | 913,308 | 0.0% |
| Caterpillar Inc del(TAL) | SPONSORED ADS | 874080104 | $5.4K | 142,600 | 0.0% |
| Brown Forman Corp(IWM) | RUSSELL 2000 ETF | 464287655 | $5.5K | 35,559 | 0.0% |
| Nova Measuring Instruments L(NVMI) | COM | M7516K103 | $6.0K | 241,918 | 0.0% |
| SEI Investments Co(MSFT) | COM | 594918104 | $6.3K | 46,718 | 0.0% |
| Cincinnati Bell Inc New | COM | 26078J100 | $6.8K | 90,629 | 0.0% |
| Carbonite Inc(NSY) | SPONSORED ADR | 653656108 | $7.9K | 57,855 | 0.0% |
| Evogene LTD(CSTE) | ORD SHS | M20598104 | $8.1K | 541,111 | 0.0% |
| CBL & Assoc Pptys Inc(ACWI) | MSCI ACWI ETF | 464288257 | $8.5K | 115,191 | 0.0% |
| Allergan PLC | SPONSORED ADS A | 98426T106 | $8.7K | 124,700 | 0.0% |
| Technology Select Sect Spdr(SPY) | TR UNIT | 78462F103 | $9.8K | 33,699 | 0.0% |
| Ituran Location and Control | SHS | M53644106 | $10.7K | 2,460,136 | 0.0% |
| Tapestry Inc(ORA) | COM | 686688102 | $10.9K | 172,580 | 0.0% |
| Berkshire Hathaway Inc del(ESLT) | ORD | M3760D101 | $11.4K | 76,737 | 0.0% |
| Block H & R Inc(DOW) | COM | 260557103 | $11.8K | 238,905 | 0.0% |
| Groupon Inc(BIDUN) | SPON ADR REP A | 056752108 | $13.0K | 111,174 | 0.0% |
| Silicom LTD(TSEM) | SHS NEW | M87915274 | $13.1K | 826,570 | 0.0% |
| Netgear Inc(KKR) | CL A | 48251W104 | $13.2K | 523,817 | 0.0% |
| Cincinnati Finl Corp(JETS) | US GLB JETS | 26922A842 | $13.5K | 447,724 | 0.0% |
| Price T Rowe Group Inc(NTES) | SPONSORED ADR | 64110W102 | $13.7K | 53,494 | 0.0% |
| Mellanox Technologies LTD | SHS | M2682V108 | $14.5K | 113,487 | 0.0% |
| Benefitfocus Inc(XPO) | COM | 983793100 | $15.4K | 266,429 | 0.0% |
| Pinnacle West Cap Corp(KBA) | BOSERA MSCI CH | 500767405 | $16.3K | 526,690 | 0.0% |
| DBX ETF TR(SMH) | SEMICONDUCTOR ET | 92189F676 | $16.8K | 152,668 | 0.0% |
| Myokardia Inc(ISRG) | COM NEW | 46120E602 | $17.4K | 33,181 | 0.0% |
| Ceva Inc(AL) | CL A | 00912X302 | $17.5K | 422,266 | 0.0% |
| Comtech Telecommunications C(MPC) | COM | 56585A102 | $18.2K | 326,015 | 0.0% |
| Check Point Software Tech LT(PRGO) | SHS | G97822103 | $19.4K | 408,054 | 0.0% |
| Dycom Inds Inc(ICL) | SHS | M5920A109 | $19.4K | 3,716,785 | 0.0% |
| WPP PLC New(UNH) | COM | 91324P102 | $19.7K | 80,815 | 0.0% |
| Stratasys LTD(URGN) | COM | M96088105 | $20.3K | 565,548 | 0.0% |
| Kornit Digital LTD(KRNT) | SHS | M6372Q113 | $21.2K | 671,610 | 0.1% |
| CVS Health Corp(ITB) | US HOME CONS ETF | 464288752 | $22.8K | 596,280 | 0.1% |
| Supercom LTD New(WIX) | SHS | M98068105 | $23.1K | 162,850 | 0.1% |
| Switch Inc(XLE) | ENERGY | 81369Y506 | $23.2K | 364,631 | 0.1% |
| Sprint Corporation(XLV) | SBI HEALTHCARE | 81369Y209 | $23.4K | 252,457 | 0.1% |
| Cloudera Inc(GOOGL) | CAP STK CL A | 02079K305 | $25.3K | 23,378 | 0.1% |