Q2 2018 Holdings
Filed 2018-08-14 | 57 holdings | $29.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Century TEL Enterprises Inc Co(CTLEUR) | COM | 156700106 | $18.1K | 972,365 | 0.1% |
| Rogers Corp(ROG) | COM | 775133101 | $19.5K | 174,648 | 0.1% |
| Cognex Corp(CGNX) | COM | 192422103 | $28.3K | 634,322 | 0.1% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $223.0K | 5,185 | 0.8% |
| Ciena Corporation(CIEN) | COM NEW | 171779309 | $2.4M | 91,793 | 8.3% |
| Corning Inc(GLW) | COM | 219350105 | $10.0M | 363,589 | 34.0% |
| Costco Wholesale Corp-New(COST) | COM | 22160K105 | $16.5M | 79,030 | 56.2% |