Q2 2022 Holdings
Filed 2022-08-10 | 762 holdings | $28.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autonation Inc(AN) | COM | 05329W102 | $780.0K | 6,975 | 2.7% |
| Azenta Inc(AZTA) | COM | 114340102 | $853.0K | 11,826 | 3.0% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $862.0K | 1,799 | 3.0% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $1.1M | 17,626 | 3.7% |
| D R Horton Inc(DHI) | COM | 23331A109 | $1.1M | 16,877 | 3.9% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $1.3M | 8,670 | 4.6% |
| Align Technology Inc(ALGN) | COM | 016255101 | $1.3M | 5,584 | 4.6% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $1.5M | 10,835 | 5.2% |
| Crown Hldgs Inc(CCK) | COM | 228368106 | $1.6M | 16,863 | 5.5% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $1.6M | 47,795 | 5.8% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $2.1M | 14,598 | 7.5% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $2.8M | 45,694 | 9.7% |