Q4 2018 Holdings
Filed 2019-02-11 | 616 holdings | $79.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $1.6M | 35,875 | 2.0% |
| Align Technology Inc(ALGN) | COM | 016255101 | $1.6M | 7,539 | 2.0% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $1.6M | 18,554 | 2.0% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $1.6M | 36,897 | 2.0% |
| Adobe Inc(ADBE) | COM | 00724F101 | $1.6M | 7,191 | 2.1% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $1.7M | 73,474 | 2.1% |
| Biogen Inc(BIIB) | COM | 09062X103 | $1.7M | 5,578 | 2.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $1.8M | 8,675 | 2.2% |
| Autodesk Inc(ADSK) | COM | 052769106 | $2.1M | 16,566 | 2.7% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $2.2M | 55,208 | 2.8% |
| Cummins Inc(CMI) | COM | 231021106 | $2.5M | 18,599 | 3.1% |
| D R Horton Inc(DHI) | COM | 23331A109 | $2.8M | 79,888 | 3.5% |
| Cullen Frost Bankers Inc(CFR) | COM | 229899109 | $3.8M | 43,726 | 4.9% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $7.8M | 72,004 | 9.9% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $14.1M | 765,055 | 17.8% |
| DBX ETF TR(ASHR) | XTRACK HRVST CSI | 233051879 | $16.1M | 735,954 | 20.4% |