Q1 2019 Holdings
Filed 2019-05-15 | 18 holdings | $6.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Align Technology Inc(ALGN) | COM | 016255101 | $6.5M | 23,000 | 97.9% |
| Facebook Inc(META) | CL A | 30303M102 | $26.3K | 157,688 | 0.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $21.4K | 181,500 | 0.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $20.4K | 17,420 | 0.3% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $15.9K | 64,110 | 0.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $9.2K | 7,800 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $7.8K | 75,300 | 0.1% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $5.7K | 32,000 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $5.3K | 33,490 | 0.1% |
| Universal Display Corp(OLED) | COM | 91347P105 | $5.2K | 34,000 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $4.9K | 26,000 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $4.5K | 2,500 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $4.0K | 11,100 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $3.8K | 15,810 | 0.1% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $2.4K | 12,000 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $2.0K | 50,500 | 0.0% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $1.9K | 8,900 | 0.0% |
| Under Armour Inc(UA) | CL C | 904311206 | $808 | 42,840 | 0.0% |