Q2 2020 Holdings
Filed 2020-07-15 | 755 holdings | $52.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fiserv Inc(FISV) | COM | 337738108 | $40 | 408 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $40 | 103 | 0.0% |
| Booz Allen Hamilton Hldg COR(BAH) | CL A | 099502106 | $40 | 520 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $41 | 635 | 0.0% |
| Ansys Inc(AKX) | COM | 03662Q105 | $42 | 145 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $43 | 384 | 0.0% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $43 | 310 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COM NEW | 875372203 | $43 | 430 | 0.0% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $45 | 28 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $47 | 206 | 0.0% |
| Roku Inc(ROKU) | COM CL A | 77543R102 | $48 | 415 | 0.0% |
| Cognex Corp(CGNX) | COM | 192422103 | $49 | 814 | 0.0% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $50 | 836 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $51 | 232 | 0.0% |
| Mettler Toledo International(MTD) | COM | 592688105 | $52 | 64 | 0.0% |
| Verisk Analytics Inc(VRSK) | COM | 92345Y106 | $53 | 311 | 0.0% |
| New Relic Inc(NEWREUR) | COM | 64829B100 | $53 | 773 | 0.0% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $53 | 145 | 0.0% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $54 | 614 | 0.0% |
| Rapid7 Inc(RPD) | COM | 753422104 | $54 | 1,060 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $54 | 55 | 0.0% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $55 | 400 | 0.0% |
| Ubiquiti Inc(UI) | COM | 90353W103 | $55 | 317 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $56 | 196 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $56 | 265 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $57 | 645 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $58 | 472 | 0.0% |
| Grubhub Inc | COM | 400110102 | $59 | 835 | 0.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $60 | 440 | 0.0% |
| Irobot Corp(IRBTQ) | COM | 462726100 | $60 | 717 | 0.0% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $61 | 271 | 0.0% |
| Vmware Inc(VMWEUR) | CL A COM | 928563402 | $62 | 398 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $62 | 514 | 0.0% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $63 | 195 | 0.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $64 | 287 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $64 | 1,281 | 0.0% |
| Seattle Genetics Inc | COM | 812578102 | $64 | 379 | 0.0% |
| Synopsys Inc(SNPS) | COM | 871607107 | $65 | 333 | 0.0% |
| WIX COM LTD(WIX) | SHS | M98068105 | $65 | 253 | 0.0% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $66 | 670 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $68 | 393 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $69 | 209 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $70 | 362 | 0.0% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $73 | 442 | 0.0% |
| Square Inc(XYZ) | CL A | 852234103 | $78 | 744 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $79 | 399 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $79 | 307 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $85 | 1,678 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $86 | 458 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $87 | 280 | 0.0% |