Q2 2019 Holdings
Filed 2019-08-14 | 25 holdings | $25.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $14.5M | 336,500 | 56.7% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $5.5M | 180,000 | 21.4% |
| Align Technology Inc(ALGN) | COM | 016255101 | $5.4M | 19,800 | 21.3% |
| Facebook Inc(META) | CL A | 30303M102 | $23.1K | 119,888 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $20.0K | 18,470 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $19.0K | 78,010 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $18.1K | 135,400 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $8.6K | 75,300 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $7.0K | 3,700 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $5.5K | 19,487 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $5.3K | 32,000 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $5.1K | 33,490 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $4.3K | 4,000 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $4.2K | 90,000 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $4.2K | 41,000 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $4.1K | 11,100 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $3.2K | 15,810 | 0.0% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $2.7K | 12,000 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $2.5K | 17,000 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $2.1K | 50,500 | 0.0% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $2.0K | 22,600 | 0.0% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $1.9K | 8,900 | 0.0% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $1.9K | 26,208 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $1.2K | 6,000 | 0.0% |
| Under Armour Inc(UA) | CL C | 904311206 | $951 | 42,840 | 0.0% |