Q1 2019 Holdings
Filed 2019-05-13 | 714 holdings | $417.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Agilysys Inc(AGYS) | COM | 00847J105 | $5.1M | 240,627 | 1.2% |
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $5.2M | 281,210 | 1.3% |
| Crocs Inc(CROX) | COM | 227046109 | $5.4M | 208,747 | 1.3% |
| Caci Intl Inc(CACI) | CL A | 127190304 | $6.2M | 33,832 | 1.5% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $7.1M | 111,226 | 1.7% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $10.3M | 312,356 | 2.5% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $13.6M | 93,759 | 3.3% |
| Centene Corp del(CNC) | COM | 15135B101 | $25.7M | 484,222 | 6.2% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $30.8M | 196,265 | 7.4% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $34.0M | 421,407 | 8.1% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $34.9M | 706,432 | 8.4% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $50.1M | 927,007 | 12.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $64.7M | 354,451 | 15.5% |
| Adobe Inc(ADBE) | COM | 00724F101 | $77.3M | 289,946 | 18.5% |