Q2 2020 Holdings
Filed 2020-08-14 | 311 holdings | $7.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Align Technology Inc(ALGN) | COM | 016255101 | $331.0K | 1,207 | 4.6% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $335.0K | 1,912 | 4.7% |
| Dana Incorporated(DAN) | COM | 235825205 | $347.0K | 28,476 | 4.8% |
| Chegg Inc(CHGG) | COM | 163092109 | $364.0K | 5,409 | 5.1% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $380.0K | 17,625 | 5.3% |
| Blackline Inc(BL) | COM | 09239B109 | $390.0K | 4,707 | 5.4% |
| BJS Whsl Club Hldgs Inc(BJ) | COM | 05550J101 | $416.0K | 11,151 | 5.8% |
| D R Horton Inc(DHI) | COM | 23331A109 | $487.0K | 8,774 | 6.8% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $492.0K | 10,551 | 6.8% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $543.0K | 8,384 | 7.6% |
| Corcept Therapeutics Inc(CORT) | COM | 218352102 | $544.0K | 32,317 | 7.6% |