Q2 2019 Holdings
Filed 2019-08-14 | 120 holdings | $9.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Semler Scientific Inc(SMLR) | COM | 81684M104 | $3.0K | 68,816 | 0.0% |
| International Game Technology(BRSL) | COM | G4863A108 | $3.1K | 241,433 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $3.4K | 25,651 | 0.0% |
| Total SA(TTEN) | SPONSORED ADS | 89151E109 | $3.5K | 62,889 | 0.0% |
| Spotify Technology SA(SPOT) | COM | L8681T102 | $3.8K | 26,137 | 0.0% |
| Brinker International Inc(EAT) | COM | 109641100 | $4.0K | 100,743 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $4.6K | 54,619 | 0.0% |
| Abbott Laboratories(ABT) | COM | 002824100 | $4.8K | 57,283 | 0.1% |
| Boyd Gaming Corp(BYD) | COM | 103304101 | $5.2K | 192,971 | 0.1% |
| Churchill Downs Inc(CHDN) | COM | 171484108 | $5.6K | 48,946 | 0.1% |
| Novartis AG(NVSN) | SPONSORED ADR | 66987V109 | $5.8K | 63,941 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $6.0K | 26,737 | 0.1% |
| Catalyst Pharmaceuticals Inc(CPRX) | COM | 14888U101 | $195.0K | 50,657 | 2.1% |
| Ciena Corp(CIEN) | COM | 171779309 | $214.0K | 5,211 | 2.3% |
| Cresco Labs Inc(CRLBF) | COM | 22587M106 | $284.0K | 27,671 | 3.0% |
| Constellation Brands Inc(STZ) | COM | 21036P108 | $288.0K | 1,467 | 3.1% |
| Arcturus Therapeutics Holdings(ARCT) | COM | 03969T109 | $361.0K | 38,207 | 3.9% |
| CareDx Inc(CDNA) | COM | 14167L103 | $520.0K | 14,455 | 5.6% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $2.0M | 45,388 | 20.9% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $5.4M | 87,847 | 57.5% |