Q1 2019 Holdings
Filed 2019-05-10 | 26 holdings | $1.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $1.8M | 6,758 | 95.1% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $12.0K | 21,502 | 0.6% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $7.6K | 13,314 | 0.4% |
| Nice LTD(NSY) | SPONSORED ADR | 653656108 | $6.2K | 50,733 | 0.3% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $5.6K | 35,262 | 0.3% |
| Rockwell Automation Inc(ROK) | COM | 773903109 | $5.2K | 29,613 | 0.3% |
| Irobot Corp(IRBTQ) | COM | 462726100 | $5.0K | 42,746 | 0.3% |
| Ansys Inc(AKX) | COM | 03662Q105 | $4.5K | 24,571 | 0.2% |
| PTC Inc(PTC) | COM | 69370C100 | $4.3K | 46,699 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.9K | 33,064 | 0.2% |
| Medidata Solutions Inc | COM | 58471A105 | $3.8K | 52,431 | 0.2% |
| Cognex Corp(CGNX) | COM | 192422103 | $3.8K | 74,930 | 0.2% |
| Boeing Co(BA) | COM | 097023105 | $3.4K | 8,833 | 0.2% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $3.1K | 17,402 | 0.2% |
| Home Depot Inc(HD) | COM | 437076102 | $2.9K | 14,865 | 0.2% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $2.8K | 22,273 | 0.1% |
| Teradyne Inc(TER) | COM | 880770102 | $2.5K | 62,838 | 0.1% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $2.4K | 29,295 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $2.3K | 14,623 | 0.1% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $2.1K | 17,194 | 0.1% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $1.9K | 6,325 | 0.1% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $1.9K | 12,475 | 0.1% |
| Cintas Corp(CTAS) | COM | 172908105 | $1.6K | 7,769 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $1.4K | 8,276 | 0.1% |
| Illumina Inc(ILMN) | COM | 452327109 | $1.4K | 4,373 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.3K | 744 | 0.1% |