Q2 2020 Holdings
Filed 2020-08-13 | 209 holdings | $76.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bandwidth Inc(BAND) | COM CL A | 05988J103 | $4.0M | 31,526 | 5.3% |
| Chegg Inc(CHGG) | COM | 163092109 | $4.2M | 62,800 | 5.6% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $9.6M | 204,814 | 12.6% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $14.1M | 120,700 | 18.6% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $16.0M | 91,600 | 21.0% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $17.7M | 392,300 | 23.3% |