Q1 2022 Holdings
Filed 2022-04-12 | 262 holdings | $6.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $151.0K | 1,565 | 2.4% |
| D.R. Horton Inc(DHI) | COM | 23331A109 | $206.0K | 2,763 | 3.3% |
| Autodesk Inc(ADSK) | COM | 052769106 | $232.0K | 1,084 | 3.8% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $244.0K | 4,376 | 4.0% |
| Adobe Inc(ADBE) | COM | 00724F101 | $269.0K | 590 | 4.4% |
| Altice Usa Inc(OPTU) | CL A | 02156K103 | $330.0K | 26,432 | 5.3% |
| Centene Corp(CNC) | COM | 15135B101 | $452.0K | 5,364 | 7.3% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $459.0K | 2,519 | 7.4% |
| Align Technology Inc(ALGN) | COM | 016255101 | $551.0K | 1,263 | 8.9% |
| Charter Communications Inc(CHTR) | CL A | 16119P108 | $651.0K | 1,194 | 10.5% |
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $934.0K | 4,436 | 15.1% |
| ConocoPhillips(COP) | COM | 20825C104 | $1.1M | 11,439 | 18.5% |