Q1 2019 Holdings
Filed 2019-05-14 | 10 holdings | $74.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $15.1K | 128,212 | 20.2% |
| Visa Inc-Class A Shares(V) | COM CL A | 92826C839 | $11.2K | 71,565 | 14.9% |
| NXP Semiconductors NV(NXPI) | COM | N6596X109 | $10.3K | 116,909 | 13.8% |
| Nice LTD(NSY) | SPONSORED ADR | 653656108 | $7.4K | 60,379 | 9.9% |
| Iqvia Holdings Inc(IQV) | COM | 46266C105 | $7.3K | 51,005 | 9.8% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $6.3K | 64,408 | 8.4% |
| Technipfmc PLC(FTI) | COM | G87110105 | $6.1K | 260,509 | 8.1% |
| Takeda Pharmaceutic(TAK) | SPONSORD ADS | 874060205 | $3.9K | 189,549 | 5.2% |
| Norwegian Cruise Line Holdin(NCLH) | SHS | G66721104 | $3.7K | 68,038 | 5.0% |
| Icon PLC(ICLR) | SHS | G4705A100 | $3.6K | 26,141 | 4.8% |