Q1 2018 Holdings
Filed 2018-05-14 | 56 holdings | $27.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Rogers Corp(ROG) | COM | 775133101 | $20.3K | 170,212 | 0.1% |
| Cognex Corp(CGNX) | COM | 192422103 | $32.6K | 627,866 | 0.1% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $216.0K | 5,025 | 0.8% |
| Ciena Corporation(CIEN) | COM NEW | 171779309 | $2.4M | 93,903 | 8.8% |
| Corning Inc(GLW) | COM | 219350105 | $9.8M | 351,371 | 35.4% |
| Costco Wholesale Corp-New(COST) | COM | 22160K105 | $15.0M | 79,660 | 54.2% |