Q1 2020 Holdings
Filed 2020-05-14 | 3772 holdings | $1.7B | 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 | $108.7M | 558,761 | 6.5% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $95.7M | 2,932,551 | 5.7% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $93.6M | 2,058,683 | 5.6% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $86.7M | 304,186 | 5.2% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $58.4M | 766,284 | 3.5% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $42.6M | 121,623 | 2.5% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $41.7M | 289,032 | 2.5% |
| Avantor Inc(AVTR) | COM | 05352A100 | $40.4M | 3,231,756 | 2.4% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $34.6M | 241,214 | 2.1% |
| Adobe Inc(ADBE) | COM | 00724F101 | $33.3M | 104,509 | 2.0% |
| Autodesk Inc(ADSK) | COM | 052769106 | $33.2M | 212,556 | 2.0% |
| Conmed Corp(CNMD) | COM | 207410101 | $31.2M | 544,030 | 1.9% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $30.4M | 270,077 | 1.8% |
| Centene Corp del(CNC) | COM | 15135B101 | $27.6M | 463,934 | 1.6% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $26.3M | 60,378 | 1.6% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $24.3M | 445,793 | 1.4% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $23.6M | 1,008,411 | 1.4% |
| Biogen Inc(BIIB) | COM | 09062X103 | $22.9M | 72,335 | 1.4% |
| Aerovironment Inc(AVAV) | COM | 008073108 | $21.6M | 353,698 | 1.3% |
| Cousins Pptys Inc(CUZ) | COM NEW | 222795502 | $20.7M | 705,774 | 1.2% |
| AMN Healthcare Svcs Inc(AMN) | COM | 001744101 | $20.5M | 355,057 | 1.2% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $19.3M | 228,462 | 1.1% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $17.9M | 113,222 | 1.1% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $17.9M | 803,279 | 1.1% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $17.8M | 140,772 | 1.1% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $17.6M | 1,490,927 | 1.0% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $16.8M | 1,084,205 | 1.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $16.7M | 423,752 | 1.0% |
| CGI Inc(GIB) | CL A SUB VTG | 12532H104 | $15.1M | 276,878 | 0.9% |
| Atricure Inc(ATRC) | COM | 04963C209 | $14.6M | 433,193 | 0.9% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $13.9M | 478,563 | 0.8% |
| BOX Inc(BOX) | CL A | 10316T104 | $13.2M | 940,165 | 0.8% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $13.0M | 307,846 | 0.8% |
| Biocryst Pharmaceuticals Inc(BCRX) | COM | 09058V103 | $12.9M | 6,452,341 | 0.8% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $12.3M | 173,371 | 0.7% |
| Autozone Inc(AZO) | COM | 053332102 | $11.7M | 13,839 | 0.7% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $11.0M | 275,992 | 0.7% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $11.0M | 100,771 | 0.7% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $10.9M | 119,189 | 0.6% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $9.9M | 277,928 | 0.6% |
| Cracker Barrel Old Ctry Stor(CBRL) | COM | 22410J106 | $9.8M | 117,174 | 0.6% |
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $9.6M | 415,752 | 0.6% |
| Cerus Corp(CERS) | COM | 157085101 | $9.2M | 1,973,873 | 0.5% |
| Carmax Inc(KMX) | COM | 143130102 | $9.0M | 167,301 | 0.5% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $9.0M | 152,331 | 0.5% |
| Callaway Golf Co(CALY) | COM | 131193104 | $8.9M | 866,699 | 0.5% |
| Corteva Inc(CTVA) | COM | 22052L104 | $8.5M | 363,155 | 0.5% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $8.4M | 128,171 | 0.5% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $8.0M | 401,109 | 0.5% |
| Cerence Inc(CRNC) | COM | 156727109 | $7.8M | 508,476 | 0.5% |