Q4 2017 Holdings
Filed 2018-08-01 | 62 holdings | $40.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cognex Corp(CGNX) | COM | 192422103 | $16.8K | 273,940 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $17.0K | 46,458 | 0.0% |
| Zebra Technologies Corp(ZBRA) | CL A | 989207105 | $17.0K | 163,435 | 0.0% |
| Hollysys Automation Technolo | SHS | G45667105 | $17.2K | 774,200 | 0.0% |
| Raven Inds Inc(RAVN) | COM | 754212108 | $17.9K | 521,012 | 0.0% |
| Rockwell Automation Inc(ROK) | COM | 773903109 | $18.0K | 91,445 | 0.0% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $18.4K | 85,922 | 0.0% |
| Oceaneering Intl Inc(OII) | COM | 675232102 | $19.8K | 936,108 | 0.0% |
| Irobot Corp(IRBTQ) | COM | 462726100 | $20.3K | 264,134 | 0.1% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $9.8M | 233,310 | 24.4% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $13.6M | 356,210 | 34.1% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $16.0M | 245,881 | 39.9% |