Q2 2019 Holdings
Filed 2019-08-14 | 59 holdings | $29.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Herman Miller Inc(MLKN) | COM | 600544100 | $14.4K | 321,488 | 0.0% |
| Manitowoc Inc COM(MTW) | COM | 563571405 | $19.0K | 1,065,422 | 0.1% |
| Danaher Corp del COM(DHR) | COM | 235851102 | $20.4K | 142,855 | 0.1% |
| Century TEL Enterprises Inc Co(CTLEUR) | COM | 156700106 | $21.6K | 1,836,918 | 0.1% |
| Total SYS Svcs Inc COM(TSS) | COM | 891906109 | $24.0K | 187,324 | 0.1% |
| Cognex Corp(CGNX) | COM | 192422103 | $41.6K | 867,494 | 0.1% |
| Rogers Corp(ROG) | COM | 775133101 | $43.7K | 253,307 | 0.1% |
| Ciena Corporation(CIEN) | COM | 171779309 | $4.4M | 105,977 | 14.6% |
| Costco Wholesale Corp-New(COST) | COM | 22160K105 | $25.2M | 95,479 | 84.3% |