Q4 2019 Holdings
Filed 2020-02-14 | 123 holdings | $7.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Eli Lilly & Co(LLY) | COM | 532457108 | $2.5K | 18,813 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $2.5K | 6,013 | 0.0% |
| United Rentals Inc(URI) | COM | 911363109 | $2.6K | 15,626 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $2.6K | 40,901 | 0.0% |
| Novartis AG(NVSN) | SPONSORED ADR | 66987V109 | $2.7K | 28,510 | 0.0% |
| NortonLifeLock Inc(GEN) | COM | 668771108 | $2.7K | 105,878 | 0.0% |
| Harrow Health Inc(HROW) | COM | 415858109 | $2.8K | 364,113 | 0.0% |
| International Game Technology(BRSL) | COM | G4863A108 | $2.9K | 194,117 | 0.0% |
| Boyd Gaming Corp(BYD) | COM | 103304101 | $3.0K | 100,950 | 0.0% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $3.3K | 1,786 | 0.0% |
| Semler Scientific Inc(SMLR) | COM | 81684M104 | $3.3K | 68,929 | 0.0% |
| TransDigm Group Inc(TDG) | COM | 893641100 | $3.5K | 6,320 | 0.0% |
| Roche Holding AG(RHHBY) | ADR | 771195104 | $4.1K | 99,938 | 0.1% |
| Churchill Downs Inc(CHDN) | COM | 171484108 | $5.0K | 36,147 | 0.1% |
| Bill.Com Holdings Inc(BILL) | COM | 090043100 | $244.0K | 6,400 | 3.4% |
| Coeur Mining Inc(CDE) | COM | 192108504 | $262.0K | 32,381 | 3.6% |
| Constellation Brands Inc(STZ) | COM | 21036P108 | $329.0K | 1,735 | 4.6% |
| CareDx Inc(CDNA) | COM | 14167L103 | $411.0K | 19,038 | 5.7% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $468.0K | 2,913 | 6.5% |
| Arcturus Therapeutics Holdings(ARCT) | COM | 03969T109 | $565.0K | 51,982 | 7.9% |
| Dana Inc(DAN) | COM | 235825205 | $1.1M | 62,596 | 15.9% |
| BioMarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $1.6M | 18,449 | 21.7% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $2.1M | 45,827 | 28.9% |