Q2 2017 Holdings
Filed 2017-08-11 | 17 holdings | $227.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cavium Inc | COM | 14964U108 | $30.5K | 490,134 | 13.4% |
| Servicenow Inc(NOW) | COM | 81762P102 | $21.3K | 200,790 | 9.4% |
| Sherwin-Williams Co(SHW) | COM | 824348106 | $17.7K | 50,400 | 7.8% |
| National Instrs Corp | COM | 636518102 | $17.3K | 429,154 | 7.6% |
| Black Knight Finl Svcs Inc | CL A | 09214X100 | $15.8K | 386,356 | 7.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $15.5K | 115,567 | 6.8% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $15.3K | 58,211 | 6.8% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $14.3K | 251,447 | 6.3% |
| Envision Healthcare Corp | COM | 29414D100 | $12.9K | 206,022 | 5.7% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $12.1K | 126,605 | 5.3% |
| Sensata Technologies Hldg NV(ST) | SHS | N7902X106 | $9.0K | 210,400 | 4.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $9.0K | 115,500 | 3.9% |
| CBS Corp New | CL B | 124857202 | $8.9K | 140,100 | 3.9% |
| Facebook Inc(META) | CL A | 30303M102 | $8.7K | 57,800 | 3.8% |
| Paylocity Hldg Corp(PCTY) | COM | 70438V106 | $8.6K | 191,318 | 3.8% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $5.6K | 25,500 | 2.5% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $4.6K | 53,500 | 2.0% |