Q1 2022 Holdings
Filed 2022-05-05 | 63 holdings | $19.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Old Dominion Freight Line in(ODFL) | COM | 679580100 | $6.6K | 22,100 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $7.8K | 2,800 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $7.9K | 15,440 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $9.1K | 33,500 | 0.0% |
| NIO Inc(NIO) | SPON ADS | 62914V106 | $10.8K | 512,300 | 0.1% |
| Sitime Corp(SITM) | COM | 82982T106 | $11.3K | 45,700 | 0.1% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $22.6K | 188,515 | 0.1% |
| Crown Hldgs Inc(CCK) | COM | 228368106 | $292.0K | 2,331 | 1.5% |
| Autodesk Inc(ADSK) | COM | 052769106 | $429.0K | 2,000 | 2.2% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $4.2M | 30,600 | 21.2% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $4.3M | 25,000 | 21.6% |
| Align Technology Inc(ALGN) | COM | 016255101 | $4.8M | 11,000 | 24.2% |
| Chart Inds Inc(GTLS) | COM | 16115Q308 | $5.7M | 33,000 | 28.6% |