Q1 2020 Holdings
Filed 2020-04-14 | 550 holdings | $12.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Home Depot Inc(HD) | COM | 437076102 | $295 | 1,582 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $298 | 3,322 | 0.0% |
| Zimmer Biomet Holdings Inc(ZBH) | COM | 98956P102 | $303 | 2,997 | 0.0% |
| Vmware Inc(VMWEUR) | CL A COM | 928563402 | $304 | 2,508 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $306 | 2,352 | 0.0% |
| Dover Corp(DOV) | COM | 260003108 | $317 | 3,782 | 0.0% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $317 | 4,061 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $325 | 1,980 | 0.0% |
| F5 Networks Inc(FFIV) | COM | 315616102 | $328 | 3,078 | 0.0% |
| PPG Inds Inc(PPG) | COM | 693506107 | $333 | 3,979 | 0.0% |
| Logitech Intl S A(LOGI) | SHS | H50430232 | $336 | 7,763 | 0.0% |
| Juniper Networks Inc(JNP) | COM | 48203R104 | $337 | 17,584 | 0.0% |
| Emerson Elec Co(EMR) | COM | 291011104 | $338 | 7,097 | 0.0% |
| Trane Technologies PLC(TT) | SHS | G8994E103 | $348 | 4,216 | 0.0% |
| Amphenol Corp New(APH) | CL A | 032095101 | $349 | 4,786 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $357 | 7,391 | 0.0% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $357 | 4,426 | 0.0% |
| Check Point Software Tech LT(CHKP) | ORD | M22465104 | $358 | 3,564 | 0.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $359 | 1,121 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $361 | 4,201 | 0.0% |
| Celanese Corp del(CE) | COM | 150870103 | $365 | 4,978 | 0.0% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $366 | 4,708 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $368 | 1,816 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $371 | 2,771 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $377 | 6,851 | 0.0% |
| Parker Hannifin Corp(PH) | COM | 701094104 | $379 | 2,919 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $379 | 1,182 | 0.0% |
| Brown Forman Corp(BF/B) | CL B | 115637209 | $382 | 6,885 | 0.0% |
| Henry Schein Inc(HSIC) | COM | 806407102 | $383 | 7,586 | 0.0% |
| Cooper COS Inc | COM NEW | 216648402 | $385 | 1,395 | 0.0% |
| SEI Investments Co(SEIC) | COM | 784117103 | $389 | 8,393 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $390 | 5,766 | 0.0% |
| Rockwell Automation Inc(ROK) | COM | 773903109 | $398 | 2,638 | 0.0% |
| Cintas Corp(CTAS) | COM | 172908105 | $403 | 2,327 | 0.0% |
| Kohls Corp(KSS) | COM | 500255104 | $403 | 27,609 | 0.0% |
| Citigroup Inc(C) | COM NEW | 172967424 | $404 | 9,596 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $404 | 2,535 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $406 | 3,216 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $407 | 10,592 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $407 | 4,545 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $408 | 7,540 | 0.0% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $408 | 4,830 | 0.0% |
| Arch Cap Group LTD(ACGL) | ORD | G0450A105 | $413 | 14,522 | 0.0% |
| Amdocs LTD(DOX) | SHS | G02602103 | $414 | 7,533 | 0.0% |
| Broadridge Finl Solutions in(BR) | COM | 11133T103 | $426 | 4,497 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $431 | 13,789 | 0.0% |
| Douyu International Hldngs L | SPONSORED ADS | 25985W105 | $447 | 69,726 | 0.0% |
| Brookfield Asset Mgmt Inc | CL A LTD VT SH | 112585104 | $449 | 10,143 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $449 | 5,413 | 0.0% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $454 | 5,725 | 0.0% |