Q3 2018 Holdings
Filed 2018-10-03 | 158 holdings | $10.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Darden Restaurants(DRI) | CS | 237194105 | $264.0K | 2,375 | 2.4% |
| Biomarin Pharmaceutical(BMRN) | CS | 09061G101 | $533.0K | 5,500 | 4.9% |
| Constellation Brands(STZ) | CS | 21036P108 | $634.0K | 2,940 | 5.8% |
| Arrow Electronics(ARW) | CS | 042735100 | $874.0K | 11,850 | 8.0% |
| AMN Healthcare Services(AMN) | CS | 001744101 | $1.3M | 23,147 | 11.6% |
| AbbVie Inc.(ABBV) | CS | 00287Y109 | $1.3M | 13,533 | 11.8% |
| Charles River Laboratories(CRL) | CS | 159864107 | $1.5M | 10,800 | 13.4% |
| Cisco Systems(CSCO) | CS | 17275R102 | $4.2M | 86,150 | 38.5% |