Q1 2020 Holdings
Filed 2020-05-15 | 885 holdings | $38.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| BJS Whsl Club Hldgs Inc(BJ) | COM | 05550J101 | $427.0K | 16,765 | 1.1% |
| Adma Biologics Inc(ADMA) | COM | 000899104 | $434.0K | 150,743 | 1.1% |
| Aurinia Pharmaceuticals Inc(AUPH) | COM | 05156V102 | $515.0K | 35,500 | 1.3% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $583.0K | 7,652 | 1.5% |
| Centene Corp del(CNC) | COM | 15135B101 | $609.0K | 10,243 | 1.6% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $655.0K | 4,972 | 1.7% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $674.0K | 7,980 | 1.7% |
| Acacia Resh Corp(ACTG) | ACACIA TCH COM | 003881307 | $677.0K | 305,008 | 1.7% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $699.0K | 10,579 | 1.8% |
| Adobe Inc(ADBE) | COM | 00724F101 | $758.0K | 2,383 | 2.0% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $787.0K | 6,235 | 2.0% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $859.0K | 26,311 | 2.2% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $1.0M | 27,809 | 2.7% |
| Ardelyx Inc(ARDX) | COM | 039697107 | $1.1M | 186,397 | 2.7% |
| Asure Software Inc(ASUR) | COM | 04649U102 | $1.1M | 189,728 | 2.9% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $1.4M | 9,535 | 3.6% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $1.7M | 72,900 | 4.4% |
| Columbia Finl Inc(CLBK) | COM | 197641103 | $1.8M | 123,106 | 4.6% |
| Biogen Inc(BIIB) | COM | 09062X103 | $2.0M | 6,219 | 5.1% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $3.3M | 82,332 | 8.5% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $3.6M | 79,986 | 9.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $7.8M | 39,966 | 20.1% |