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Cerebellum GP, LLC

Q3 2020 Holdings

Filed 2020-10-21 | 378 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Cadence Design Systems, Inc.(CDNS)COM127387108$67.0K6255.1%
AutoZone, Inc.(AZO)COM053332102$67.0K575.1%
Ally Financial Inc(ALLY)COM02005N100$66.0K2,6155.0%
D.R. Horton, Inc.(DHI)COM23331A109$65.0K8624.9%
Autodesk, Inc.(ADSK)COM052769106$65.0K2814.9%
AutoNation, Inc.(AN)COM05329W102$65.0K1,2334.9%
Corning Inc(GLW)COM219350105$65.0K2,0034.9%
Costco Wholesale Corporation(COST)COM22160K105$65.0K1844.9%
Crocs, Inc.(CROX)COM227046109$64.0K1,5034.8%
Cummins Inc.(CMI)COM231021106$64.0K3014.8%
Advanced Micro Devices, Inc.(AMD)COM007903107$64.0K7844.8%
BlackBerry Limited(BB)COM09228F103$64.0K13,8544.8%
Cisco Systems, Inc.(CSCO)COM17275R102$63.0K1,5974.8%
Box, Inc. Class A(BOX)COM10316T104$63.0K3,6524.8%
CarMax, Inc.(KMX)COM143130102$62.0K6754.7%
Alaska Air Group, Inc.(ALK)COM011659109$62.0K1,6944.7%
Brinker International, Inc.(EAT)COM109641100$61.0K1,4184.6%
Boeing Company(BA)COM097023105$60.0K3644.5%
Abercrombie & Fitch Co. Class A(ANF)COM002896207$58.0K4,1404.4%
Cullen t Bankers, Inc.(CFR)COM229899109$54.0K8514.1%
BJ's Wholesale Club Holdings, Inc.(BJ)COM05550J101$36.0K8672.7%
Cable One, Inc.(CABO)COM12685J105$68360.0%
Trade Desk, Inc. Class A(TTD)COM88339J105$681320.0%
Ansys, Inc.(AKX)COM03662Q105$682070.0%
Molina Healthcare, Inc.(MOH)COM60855R100$683730.0%
DexCom, Inc.(DXCM)COM252131107$681640.0%
Vulcan Materials Company(VMC)COM929160109$674920.0%
Nvidia Corporation(NVDA)COM67066G104$671240.0%
Becton, Dickinson and Company(BDX)COM075887109$672900.0%
Agco Corporation(AGCO)COM001084102$679050.0%
Aecom(ACM)COM00766T100$671,5930.0%
Abbott Laboratories(ABT)COM002824100$676140.0%
OGE Energy Corp.(OGE)COM670837103$662,2070.0%
Facebook, Inc. Class A(META)COM30303M102$662520.0%
Enphase Energy, Inc.(ENPH)COM29355A107$667940.0%
Zillow Group, Inc. Class A(ZG)COM98954M101$666500.0%
S&P Global, Inc.(SPGI)COM78409V104$661820.0%
ViaSat, Inc.(VSAT)COM92552V100$661,9060.0%
Newmont Corporation(NEM)COM651639106$661,0430.0%
PulteGroup, Inc.(PHM)COM745867101$661,4170.0%
Xilinx, Inc.(XLNXEUR)COM983919101$666370.0%
Dollar Tree, Inc.(DLTR)COM256746108$667240.0%
Dick's Sporting Goods, Inc.(DKS)COM253393102$661,1420.0%
Monster Beverage Corporation(MNST)COM61174X109$668170.0%
CDK Global Inc(CDK)COM12508E101$661,5110.0%
Cerner Corporation(CERNCHF)COM156782104$669100.0%
Microsoft Corporation(MSFT)COM594918104$663150.0%
Lithia Motors, Inc. Class A(LAD)COM536797103$662880.0%
Colfax CorporationCOM194014106$662,1000.0%
Paycom Software, Inc.(PAYC)COM70432V102$662110.0%
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