Q2 2020 Holdings
Filed 2020-10-22 | 79 holdings | $14.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $3.8M | 8,753 | 25.5% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $3.6M | 37,303 | 24.0% |
| Chegg Inc(CHGG) | COM | 163092109 | $2.8M | 42,105 | 19.0% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $2.3M | 27,900 | 15.4% |
| Autozone Inc(AZO) | COM | 053332102 | $2.3M | 2,011 | 15.2% |
| Synopsys Inc(SNPS) | COM | 871607107 | $3.7K | 19,177 | 0.0% |
| Okta Inc(OKTA) | CL A | 679295105 | $3.6K | 17,958 | 0.0% |
| Clorox Co del(CLX) | COM | 189054109 | $3.6K | 16,254 | 0.0% |
| West Pharmaceutical Svsc Inc(WST) | COM | 955306105 | $3.5K | 15,463 | 0.0% |
| Halozyme Therapeutics Inc(HALO) | COM | 40637H109 | $3.5K | 128,961 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $3.4K | 11,821 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $3.4K | 8,382 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $3.4K | 14,404 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $3.3K | 8,812 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.3K | 16,273 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $3.3K | 8,080 | 0.0% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $3.2K | 23,662 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $3.2K | 19,644 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $3.2K | 5,102 | 0.0% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $3.1K | 15,779 | 0.0% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $3.0K | 21,231 | 0.0% |
| Federal Signal Corp(FSS) | COM | 313855108 | $3.0K | 99,707 | 0.0% |
| Williams Sonoma Inc(WSM) | COM | 969904101 | $2.9K | 35,884 | 0.0% |
| Qualys Inc(QLYS) | COM | 74758T303 | $2.9K | 27,968 | 0.0% |
| Globant S A(GLOB) | COM | L44385109 | $2.9K | 19,197 | 0.0% |
| Aaon Inc(AAON) | COM PAR $0.004 | 000360206 | $2.8K | 52,342 | 0.0% |
| Wingstop Inc(WING) | COM | 974155103 | $2.8K | 20,197 | 0.0% |
| B2gold Corp(BTG) | COM | 11777Q209 | $2.7K | 471,326 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $2.6K | 14,592 | 0.0% |
| Barrick Gold Corporation(ABX) | COM | 067901108 | $2.5K | 92,066 | 0.0% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $2.3K | 19,218 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $2.3K | 2,462 | 0.0% |
| Trex Co Inc(TREX) | COM | 89531P105 | $2.3K | 17,853 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.2K | 15,872 | 0.0% |
| Zebra Technologies Corporati(ZBRA) | CL A | 989207105 | $2.2K | 8,700 | 0.0% |
| Ebay Inc.(EBAY) | COM | 278642103 | $2.2K | 42,168 | 0.0% |
| New York Times Co(NYT) | CL A | 650111107 | $2.2K | 51,341 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $2.2K | 20,306 | 0.0% |
| Quidel Corp | COM | 74838J101 | $2.0K | 9,098 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $2.0K | 26,727 | 0.0% |
| Werner Enterprises Inc(WERN) | COM | 950755108 | $2.0K | 45,477 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $1.8K | 6,400 | 0.0% |
| Newmont Corp(NEM) | COM | 651639106 | $1.8K | 29,209 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $1.7K | 12,298 | 0.0% |
| Scotts Miracle GRO Co(SMG) | CL A | 810186106 | $1.5K | 11,138 | 0.0% |
| Msci Inc(MSCI) | COM | 55354G100 | $1.5K | 4,468 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $1.5K | 19,197 | 0.0% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $1.5K | 3,940 | 0.0% |
| General MLS Inc(GIS) | COM | 370334104 | $1.5K | 23,558 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $1.2K | 28,542 | 0.0% |