Q2 2022 Holdings
Filed 2022-08-12 | 165 holdings | $47.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Beyond Meat Inc(BYND) | COM | 08862E109 | $747.0K | 31,114 | 1.6% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $869.0K | 7,682 | 1.8% |
| Chegg Inc(CHGG) | COM | 163092109 | $1.1M | 57,392 | 2.3% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $1.3M | 73,617 | 2.8% |
| Artisan Partners Asset Management Inc(APAM) | CL A | 04316A108 | $1.6M | 45,116 | 3.4% |
| Boeing Co(BA) | COM | 097023105 | $1.8M | 13,280 | 3.8% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $2.2M | 29,100 | 4.7% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $2.3M | 22,020 | 5.0% |
| DR Horton Inc(DHI) | COM | 23331A109 | $3.3M | 49,376 | 6.9% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $3.4M | 78,967 | 7.1% |
| Criteo SA(CRTO) | SPONS ADS | 226718104 | $3.4M | 139,303 | 7.2% |
| Affiliated Managers Group Inc(AMG) | COM | 008252108 | $4.5M | 38,618 | 9.5% |
| Avantor Inc(AVTR) | COM | 05352A100 | $5.4M | 173,100 | 11.4% |
| Callaway Golf Co(CALY) | COM | 131193104 | $6.5M | 317,884 | 13.7% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $8.0M | 452,992 | 17.0% |