Q4 2019 Holdings
Filed 2020-02-14 | 1735 holdings | $1.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientifc(BSX) | COMMON STOCK | 101137107 | $369.5M | 8,171,352 | 23.9% |
| Alibaba GRP(BABA) | ADR | 01609W102 | $205.7M | 969,855 | 13.3% |
| Avantor Inc(AVTR) | COMMON STOCK | 05352A100 | $102.2M | 5,630,262 | 6.6% |
| Bright Horizons(BFAM) | COMMON STOCK | 109194100 | $85.5M | 568,907 | 5.5% |
| Costco Wholesale(COST) | COMMON STOCK | 22160K105 | $79.1M | 269,184 | 5.1% |
| Crocs Inc(CROX) | COMMON STOCK | 227046109 | $73.6M | 1,756,776 | 4.8% |
| Adobe Inc(ADBE) | COMMON STOCK | 00724F101 | $52.1M | 157,833 | 3.4% |
| Cbre Group Inc(CBRE) | COMMON STOCK | 12504L109 | $41.0M | 668,426 | 2.7% |
| BRP Inc -Sub V(DOO) | COMMON STOCK | 05577W200 | $36.4M | 797,728 | 2.4% |
| Chewy Inc(CHWY) | COMMON STOCK | 16679L109 | $33.1M | 1,142,907 | 2.1% |
| Cisco Systems(CSCO) | COMMON STOCK | 17275R102 | $32.2M | 670,362 | 2.1% |
| Charles River LA(CRL) | COMMON STOCK | 159864107 | $30.8M | 201,547 | 2.0% |
| Biomarin Pharmac(BMRN) | COMMON STOCK | 09061G101 | $23.7M | 280,771 | 1.5% |
| Altice USA Inc(OPTU) | COMMON STOCK | 02156K103 | $23.7M | 866,012 | 1.5% |
| ADV Micro Device(AMD) | COMMON STOCK | 007903107 | $20.6M | 448,974 | 1.3% |
| Biogen Inc(BIIB) | COMMON STOCK | 09062X103 | $17.7M | 59,722 | 1.1% |
| Carmax Inc(KMX) | COMMON STOCK | 143130102 | $17.4M | 198,637 | 1.1% |
| Alaska AIR Group(ALK) | COMMON STOCK | 011659109 | $16.3M | 241,047 | 1.1% |
| Cadence Design(CDNS) | COMMON STOCK | 127387108 | $15.1M | 218,294 | 1.0% |
| Constellation(STZ) | COMMON STOCK | 21036P108 | $15.1M | 79,592 | 1.0% |
| Brighthouse Fina(BHF) | COMMON STOCK | 10922N103 | $14.5M | 370,199 | 0.9% |
| Addus Homecare(ADUS) | COMMON STOCK | 006739106 | $14.3M | 147,514 | 0.9% |
| Charter Commun(CHTR) | COMMON STOCK | 16119P108 | $11.4M | 23,516 | 0.7% |
| Ciena Corp(CIEN) | COMMON STOCK | 171779309 | $10.0M | 234,216 | 0.6% |
| Autolus Therapeu(AUTL) | ADR | 05280R100 | $9.0M | 680,181 | 0.6% |
| Acadia Healthcar(ACHC) | COMMON STOCK | 00404A109 | $8.8M | 265,492 | 0.6% |
| Ardelyx Inc(ARDX) | COMMON STOCK | 039697107 | $8.6M | 1,147,408 | 0.6% |
| Agios Pharmaceut(AGIO) | COMMON STOCK | 00847X104 | $8.3M | 174,735 | 0.5% |
| America's Car-Ma(CRMT) | COMMON STOCK | 03062T105 | $8.3M | 75,848 | 0.5% |
| Conocophillips(COP) | COMMON STOCK | 20825C104 | $7.9M | 121,785 | 0.5% |
| Boeing Co(BA) | COMMON STOCK | 097023105 | $7.8M | 23,914 | 0.5% |
| Abbvie Inc(ABBV) | COMMON STOCK | 00287Y109 | $7.6M | 85,461 | 0.5% |
| Chegg Inc(CHGG) | COMMON STOCK | 163092109 | $7.1M | 187,984 | 0.5% |
| Boston Beer(SAM) | COMMON STOCK | 100557107 | $6.4M | 17,031 | 0.4% |
| American Homes(AMH) | REIT | 02665T306 | $6.0M | 227,173 | 0.4% |
| Canada Goose HOL(GOOS) | COMMON STOCK | 135086106 | $5.9M | 163,815 | 0.4% |
| Catalyst Pharmac(CPRX) | COMMON STOCK | 14888U101 | $5.9M | 1,567,564 | 0.4% |
| Amphastar Pharma(AMPH) | COMMON STOCK | 03209R103 | $5.7M | 294,064 | 0.4% |
| Autonation Inc(AN) | COMMON STOCK | 05329W102 | $5.6M | 115,513 | 0.4% |
| Alarm.com Holdin(ALRM) | COMMON STOCK | 011642105 | $5.5M | 128,716 | 0.4% |
| Cars.com Inc(CARS) | COMMON STOCK | 14575E105 | $5.5M | 447,311 | 0.4% |
| Corecivic Inc(CXW) | REIT | 21871N101 | $5.3M | 304,441 | 0.3% |
| Angiodynamics in(ANGO) | COMMON STOCK | 03475V101 | $4.9M | 304,086 | 0.3% |
| Cubesmart(CUBE) | REIT | 229663109 | $4.9M | 154,104 | 0.3% |
| Axon Enterprise(AXON) | COMMON STOCK | 05464C101 | $4.5M | 60,975 | 0.3% |
| Allogene Therape(ALLO) | COMMON STOCK | 019770106 | $4.0M | 153,105 | 0.3% |
| Cytomx Therapeut(CTMX) | COMMON STOCK | 23284F105 | $3.3M | 401,426 | 0.2% |
| Amneal Pharmaceu(AMRX) | COMMON STOCK | 03168L105 | $2.9M | 609,935 | 0.2% |
| Corteva Inc(CTVA) | COMMON STOCK | 22052L104 | $2.8M | 94,600 | 0.2% |
| DMC Global Inc(BOOM) | COMMON STOCK | 23291C103 | $2.5M | 55,876 | 0.2% |