Q4 2020 Holdings
Filed 2021-02-09 | 522 holdings | $92.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $1.5M | 28,638 | 1.7% |
| Beyond Meat Inc(BYND) | COM | 08862E109 | $1.6M | 12,770 | 1.7% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $1.6M | 92,611 | 1.7% |
| Alaska AIR Group Inc(ALK) | COM | 011659109 | $1.7M | 32,495 | 1.8% |
| Avantor Inc(AVTR) | COM | 05352A100 | $1.8M | 65,393 | 2.0% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $1.9M | 36,006 | 2.1% |
| Allogene Therapeutics Inc(ALLO) | COM | 019770106 | $2.1M | 82,662 | 2.3% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $2.2M | 17,020 | 2.4% |
| BJS Whsl Club Hldgs Inc(BJ) | COM | 05550J101 | $2.4M | 64,942 | 2.6% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $2.5M | 72,483 | 2.7% |
| Carmax Inc(KMX) | COM | 143130102 | $3.1M | 32,850 | 3.4% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $3.2M | 41,983 | 3.5% |
| Conocophillips(COP) | COM | 20825C104 | $3.7M | 92,419 | 4.0% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $3.7M | 21,366 | 4.0% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $3.8M | 41,484 | 4.1% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $4.0M | 48,248 | 4.3% |
| Cummins Inc(CMI) | COM | 231021106 | $4.1M | 17,854 | 4.4% |
| Crocs Inc(CROX) | COM | 227046109 | $4.3M | 68,693 | 4.7% |
| D R Horton Inc(DHI) | COM | 23331A109 | $5.4M | 77,692 | 5.8% |
| Boeing Co(BA) | COM | 097023105 | $5.6M | 26,086 | 6.0% |
| Centene Corp del(CNC) | COM | 15135B101 | $6.0M | 100,574 | 6.5% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $6.2M | 98,195 | 6.7% |