Q1 2019 Holdings
Filed 2019-05-07 | 555 holdings | $266.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| ACI Worldwide Inc(ACIW) | Common Stock | 004498101 | $8.2M | 248,478 | 3.1% |
| Commvault Systems Inc(CVLT) | Common Stock | 204166102 | $54.5M | 841,400 | 20.5% |
| Caci Intl Inc(CACI) | Common Stock | 127190304 | $54.9M | 301,863 | 20.6% |
| Akamai Technologies Inc(AKAM) | Common Stock | 00971T101 | $56.0M | 780,511 | 21.0% |
| Cisco SYS Inc(CSCO) | Common Stock | 17275R102 | $70.7M | 1,310,135 | 26.6% |