Q4 2018 Holdings
Filed 2019-02-14 | 11 holdings | $49.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $7.5K | 15,647 | 15.1% |
| Nice LTD(NSY) | SPONSORED ADR | 653656108 | $6.9K | 64,222 | 14.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $5.3K | 40,328 | 10.7% |
| Rockwell Automation Inc(ROK) | COM | 773903109 | $5.1K | 33,826 | 10.2% |
| PTC Inc(PTC) | COM | 69370C100 | $4.5K | 54,052 | 9.0% |
| Cognex Corp(CGNX) | COM | 192422103 | $4.1K | 104,997 | 8.2% |
| Irobot Corp(IRBTQ) | COM | 462726100 | $3.7K | 44,432 | 7.5% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $3.6K | 26,619 | 7.1% |
| Teradyne Inc(TER) | COM | 880770102 | $3.5K | 111,920 | 7.1% |
| Ansys Inc(AKX) | COM | 03662Q105 | $3.0K | 21,097 | 6.1% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $2.5K | 22,384 | 5.1% |