Q1 2020 Holdings
Filed 2020-05-15 | 353 holdings | $9.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Aercap Holdings NV(AER) | SHS | N00985106 | $493 | 21,632 | 0.0% |
| Teledyne Technologies Inc(TDY) | COM | 879360105 | $496 | 1,669 | 0.0% |
| Synaptics Inc(SYNA) | COM | 87157D109 | $497 | 8,590 | 0.0% |
| MKS Instrs Inc(MKSI) | COM | 55306N104 | $501 | 6,146 | 0.0% |
| Waddell & Reed Finl Inc(WDR) | CL A | 930059100 | $503 | 44,201 | 0.0% |
| Applied Indl Technologies in(AIT) | COM | 03820C105 | $506 | 11,076 | 0.0% |
| Miller Herman Inc(MLKN) | COM | 600544100 | $507 | 22,823 | 0.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $509 | 3,821 | 0.0% |
| Papa Johns Intl Inc(PZZA) | COM | 698813102 | $509 | 9,545 | 0.0% |
| Wingstop Inc(WING) | COM | 974155103 | $509 | 6,383 | 0.0% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $512 | 2,916 | 0.0% |
| Elanco Animal Health Inc(ELAN) | COM | 28414H103 | $514 | 22,957 | 0.0% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $518 | 6,662 | 0.0% |
| Intuit(INTU) | COM | 461202103 | $520 | 2,259 | 0.0% |
| National Retail Properties I(NNN) | COM | 637417106 | $522 | 16,207 | 0.0% |
| Janus Henderson Group PLC | ORD SHS | G4474Y214 | $523 | 34,147 | 0.0% |
| Lincoln Elec Hldgs Inc(LECO) | COM | 533900106 | $525 | 7,610 | 0.0% |
| Life Storage Inc(SSS1EUR) | COM | 53223X107 | $530 | 5,601 | 0.0% |
| Dolby Laboratories Inc(DLB) | COM CL A | 25659T107 | $534 | 9,847 | 0.0% |
| Lancaster Colony Corp(MZTI) | COM | 513847103 | $537 | 3,710 | 0.0% |
| American Eagle Outfitters in(AEO) | COM | 02553E106 | $537 | 67,575 | 0.0% |
| Hershey Co(HSY) | COM | 427866108 | $538 | 4,057 | 0.0% |
| GMS Inc(GMS1EUR) | COM | 36251C103 | $538 | 34,198 | 0.0% |
| John Bean Technologies Corp(JBTM) | COM | 477839104 | $540 | 7,267 | 0.0% |
| Paychex Inc(PAYX) | COM | 704326107 | $541 | 8,593 | 0.0% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $542 | 9,707 | 0.0% |
| Mantech Intl Corp | CL A | 564563104 | $542 | 7,464 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $542 | 4,460 | 0.0% |
| Allison Transmission Hldgs I(ALSN) | COM | 01973R101 | $542 | 16,615 | 0.0% |
| Gaming & Leisure Pptys Inc(GLPI) | COM | 36467J108 | $544 | 19,618 | 0.0% |
| Lennar Corp(LEN) | CL A | 526057104 | $545 | 14,270 | 0.0% |
| Grainger W W Inc(GWW) | COM | 384802104 | $548 | 2,207 | 0.0% |
| Neogen Corp(NEOG) | COM | 640491106 | $550 | 8,204 | 0.0% |
| Cyrusone Inc(CONE1EUR) | COM | 23283R100 | $551 | 8,927 | 0.0% |
| Athene Hldg LTD | CL A | G0684D107 | $554 | 22,337 | 0.0% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $554 | 2,051 | 0.0% |
| Texas Roadhouse Inc(TXRH) | COM | 882681109 | $556 | 13,464 | 0.0% |
| Equifax Inc(EFX) | COM | 294429105 | $557 | 4,660 | 0.0% |
| LGI Homes Inc(LGIH) | COM | 50187T106 | $561 | 12,426 | 0.0% |
| Best BUY Inc(BBY) | COM | 086516101 | $570 | 9,995 | 0.0% |
| Upwork Inc(UPWK) | COM | 91688F104 | $571 | 88,562 | 0.0% |
| Guess Inc(GU9) | COM | 401617105 | $574 | 84,746 | 0.0% |
| Amphenol Corp New(APH) | CL A | 032095101 | $574 | 7,871 | 0.0% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $577 | 4,514 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $579 | 3,933 | 0.0% |
| Smucker J M Co(SJM) | COM NEW | 832696405 | $584 | 5,260 | 0.0% |
| Chemed Corp New(CHE) | COM | 16359R103 | $585 | 1,351 | 0.0% |
| American Eqty Invt Life HLD(AELUSD) | COM | 025676206 | $587 | 31,216 | 0.0% |
| Enersys(ENS) | COM | 29275Y102 | $593 | 11,971 | 0.0% |
| NMI Hldgs Inc(NMIH) | CL A | 629209305 | $593 | 51,037 | 0.0% |