Q2 2019 Holdings
Filed 2019-08-13 | 25 holdings | $3.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $1.2M | 3,960 | 32.7% |
| Caci Intl Inc(CACI) | CL A | 127190304 | $905.0K | 4,424 | 25.4% |
| Carmax Inc(KMX) | COM | 143130102 | $764.0K | 8,800 | 21.4% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $712.0K | 17,322 | 20.0% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $1.2K | 18,356 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $1.1K | 6,121 | 0.0% |
| Spdr Index SHS FDS(FEZ) | EURO STOXX 50 | 78463X202 | $1.1K | 27,990 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $1.0K | 17,564 | 0.0% |
| Unifirst Corp Mass(UNF) | COM | 904708104 | $970 | 5,146 | 0.0% |
| Caseys GEN Stores Inc(CASY) | COM | 147528103 | $965 | 6,188 | 0.0% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $959 | 5,962 | 0.0% |
| Aecom(ACM) | COM | 00766T100 | $924 | 24,399 | 0.0% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $800 | 7,330 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $791 | 6,248 | 0.0% |
| KB Home(KBH) | COM | 48666K109 | $782 | 30,383 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $776 | 4,304 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $769 | 5,068 | 0.0% |
| Miller Herman Inc(MLKN) | COM | 600544100 | $768 | 17,192 | 0.0% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $760 | 15,704 | 0.0% |
| Science Applicatns Intl CP N(SAIC) | COM | 808625107 | $757 | 8,746 | 0.0% |
| Progress Software Corp(PRGS) | COM | 743312100 | $738 | 16,915 | 0.0% |
| Synnex Corp(SNX) | COM | 87162W100 | $737 | 7,494 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $720 | 2,400 | 0.0% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $667 | 4,386 | 0.0% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $386 | 9,000 | 0.0% |