Q1 2021 Holdings
Filed 2021-04-30 | 894 holdings | $349.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fortinet(FTNT) | STOCK | 34959E109 | $201.2K | 1,091 | 0.1% |
| Trupanion(TRUP) | STOCK | 898202106 | $205.9K | 2,702 | 0.1% |
| Twist Bioscience(TWST) | STOCK | 90184D100 | $208.0K | 1,679 | 0.1% |
| Lululemon(LULU) | STOCK | 550021109 | $208.6K | 680 | 0.1% |
| Delta AIR Lines(DAL) | STOCK | 247361702 | $212.9K | 4,410 | 0.1% |
| Angiodynamics(ANGO) | STOCK | 03475V101 | $213.6K | 9,128 | 0.1% |
| Biomarin Pharm.(BMRN) | STOCK | 09061G101 | $214.1K | 2,836 | 0.1% |
| Information Techn.(VGT) | STOCK | 92204A702 | $215.1K | 600 | 0.1% |
| Dominion Energy(D) | STOCK | 25746U109 | $216.0K | 2,844 | 0.1% |
| Nextera Energy(NEE) | STOCK | 65339F101 | $218.0K | 2,883 | 0.1% |
| Vmware A(VMWEUR) | STOCK | 928563402 | $220.6K | 1,466 | 0.1% |
| Black Knight Holdc(BKIEUR) | STOCK | 09215C105 | $222.9K | 3,013 | 0.1% |
| XT HRV CSI Chin AS(ASHR) | STOCK | 233051879 | $226.5K | 5,866 | 0.1% |
| Trip COM Group ADR(CLV) | STOCK | 89677Q107 | $226.9K | 5,726 | 0.1% |
| HCA Healthcare(HCA) | STOCK | 40412C101 | $231.3K | 1,228 | 0.1% |
| Emerson Electric(EMR) | STOCK | 291011104 | $231.6K | 2,567 | 0.1% |
| Ishares Russell(IWN) | STOCK | 464287630 | $231.7K | 1,453 | 0.1% |
| Cerence(CRNC) | STOCK | 156727109 | $232.8K | 2,599 | 0.1% |
| Ishares 1-3 Year(SHY) | STOCK | 464287457 | $235.7K | 2,733 | 0.1% |
| LI Auto Inca(LI) | STOCK | 50202M102 | $239.3K | 9,572 | 0.1% |
| Perkinelmer(RVTY) | STOCK | 714046109 | $239.6K | 1,868 | 0.1% |
| Nu.amt Free.m.op.d(NVG) | STOCK | 67071L106 | $239.8K | 14,189 | 0.1% |
| Enersys(ENS) | STOCK | 29275Y102 | $241.1K | 2,655 | 0.1% |
| Ishares Russell(IWD) | STOCK | 464287598 | $241.7K | 1,595 | 0.1% |
| Intuitive Surgical(ISRG) | STOCK | 46120E602 | $242.4K | 328 | 0.1% |
| Switch Inca | STOCK | 87105L104 | $243.4K | 14,968 | 0.1% |
| Ishares Russell(IWM) | STOCK | 464287655 | $245.0K | 1,109 | 0.1% |
| Snap Cl.a(SNAP) | STOCK | 83304A106 | $248.6K | 4,754 | 0.1% |
| Novocure(NVCR) | STOCK | G6674U108 | $249.8K | 1,890 | 0.1% |
| Vonage Holdings | STOCK | 92886T201 | $251.6K | 21,284 | 0.1% |
| Axsome Therapeutic(AXSM) | STOCK | 05464T104 | $251.8K | 4,447 | 0.1% |
| Etsy(ETSY) | STOCK | 29786A106 | $252.1K | 1,250 | 0.1% |
| Invesco QQQ(QQQ) | STOCK | 46090E103 | $252.4K | 791 | 0.1% |
| Virgin Galactic HO(IPOAGBP) | STOCK | 92766K106 | $254.8K | 8,320 | 0.1% |
| Chegg(CHGG) | STOCK | 163092109 | $255.2K | 2,979 | 0.1% |
| Enbridge(ENB) | STOCK | 29250N105 | $255.4K | 7,034 | 0.1% |
| Twilio Inc(TWLO) | STOCK | 90138F102 | $256.6K | 753 | 0.1% |
| ICU Medical(ICUI) | STOCK | 44930G107 | $257.0K | 1,251 | 0.1% |
| Tabula Rasa Health | STOCK | 873379101 | $258.1K | 5,604 | 0.1% |
| Veeva Systems Cl.a(VEEV) | STOCK | 922475108 | $258.1K | 988 | 0.1% |
| Neogenomics(NEO) | STOCK | 64049M209 | $259.5K | 5,380 | 0.1% |
| ELI Lilly(LLY) | STOCK | 532457108 | $261.0K | 1,397 | 0.1% |
| Ambarella(AMBA) | STOCK | G037AX101 | $261.1K | 2,601 | 0.1% |
| Medifast(MED) | STOCK | 58470H101 | $263.1K | 1,242 | 0.1% |
| Renewable Energy | STOCK | 75972A301 | $263.3K | 3,987 | 0.1% |
| Hydrofarm Holdings | STOCK | 44888K209 | $264.7K | 4,389 | 0.1% |
| Spotify Technology(SPOT) | STOCK | L8681T102 | $265.5K | 991 | 0.1% |
| Dexcom(DXCM) | STOCK | 252131107 | $265.9K | 740 | 0.1% |
| Pool(POOL) | STOCK | 73278L105 | $267.2K | 774 | 0.1% |
| Fiverr Internation(FVRR) | STOCK | M4R82T106 | $271.2K | 1,249 | 0.1% |