Q4 2019 Holdings
Filed 2020-02-06 | 897 holdings | $211.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $3.7M | 82,497 | 1.8% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $5.5M | 61,688 | 2.6% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $5.5M | 153,070 | 2.6% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $5.9M | 123,964 | 2.8% |
| Biogen Inc(BIIB) | COM | 09062X103 | $6.7M | 22,721 | 3.2% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $7.1M | 81,978 | 3.3% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $7.5M | 25,483 | 3.5% |
| DXP Enterprises Inc New(DXPE) | COM NEW | 233377407 | $7.6M | 190,000 | 3.6% |
| Autozone Inc(AZO) | COM | 053332102 | $10.0M | 8,432 | 4.7% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $15.8M | 477,233 | 7.5% |
| Adobe Inc(ADBE) | COM | 00724F101 | $17.2M | 52,198 | 8.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $98.6M | 464,743 | 46.6% |