Q1 2020 Holdings
Filed 2020-04-20 | 294 holdings | $19.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Arvinas Inc(ARVN) | COM | 04335A105 | $16.0K | 396 | 0.1% |
| Appfolio Inc(APPF) | COM | 03783C100 | $28.0K | 254 | 0.1% |
| Casella Waste Systems Inc(CWST) | COM | 147448104 | $36.0K | 924 | 0.2% |
| Cadence Design System Inc COM(CDNS) | COM | 127387108 | $1.8M | 27,558 | 9.4% |
| Caci Intl Inc CL A(CACI) | COM | 127190304 | $2.0M | 9,466 | 10.3% |
| Boston Beer Inc CL A(SAM) | COM | 100557107 | $2.0M | 5,488 | 10.4% |
| Charter Communications Inc NCL(CHTR) | COM | 16119P108 | $3.3M | 7,540 | 16.9% |
| Argenx SE(ARGX) | COM | 04016X101 | $4.9M | 37,170 | 25.2% |
| Advanced Micro Devices Inc COM(AMD) | COM | 007903107 | $5.1M | 111,626 | 26.1% |