Q1 2019 Holdings
Filed 2019-05-14 | 362 holdings | $8.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cargurus Inc(CARG) | COM CL A | 141788109 | $331.0K | 8,267 | 3.9% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $373.0K | 5,877 | 4.4% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $466.0K | 70,839 | 5.5% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $491.0K | 10,424 | 5.8% |
| Autozone Inc(AZO) | COM | 053332102 | $544.0K | 531 | 6.4% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $581.0K | 8,107 | 6.8% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $614.0K | 8,580 | 7.2% |
| Callaway Golf Co(CALY) | COM | 131193104 | $619.0K | 38,851 | 7.3% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $636.0K | 17,027 | 7.5% |
| Conocophillips(COP) | COM | 20825C104 | $717.0K | 10,744 | 8.4% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $751.0K | 13,906 | 8.8% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $829.0K | 6,826 | 9.7% |