Q1 2020 Holdings
Filed 2020-05-15 | 591 holdings | $49.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp(CIEN) | COM NEW | 171779309 | $605.0K | 15,200 | 1.2% |
| Adobe Inc(ADBE) | COM | 00724F101 | $621.0K | 1,950 | 1.3% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $766.0K | 2,688 | 1.6% |
| Aurinia Pharmaceuticals Inc(AUPH) | COM | 05156V102 | $871.0K | 60,053 | 1.8% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $2.0M | 33,200 | 4.0% |
| Conmed Corp(CNMD) | COM | 207410101 | $2.6M | 45,427 | 5.3% |
| Centene Corp del(CNC) | COM | 15135B101 | $3.2M | 54,500 | 6.6% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $3.6M | 79,493 | 7.4% |
| Arcus Biosciences Inc(RCUS) | COM | 03969F109 | $3.8M | 274,570 | 7.8% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $8.5M | 100,308 | 17.2% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $16.4M | 215,000 | 33.3% |