Q4 2020 Holdings
Filed 2021-02-24 | 58 holdings | $7.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $2.2M | 23,631 | 29.1% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $1.9M | 2,912 | 25.8% |
| Avantor Inc(AVTR) | COM | 05352A100 | $986.0K | 35,036 | 13.2% |
| Autodesk Inc(ADSK) | COM | 052769106 | $887.0K | 2,905 | 11.9% |
| D R Horton Inc(DHI) | COM | 23331A109 | $830.0K | 12,045 | 11.1% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $557.0K | 4,727 | 7.5% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $14.8K | 61,382 | 0.2% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $9.4K | 112,463 | 0.1% |
| Fidelity Covington Trust(FDIS) | MSCI CONSM DIS | 316092204 | $8.5K | 118,914 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $4.5K | 2,564 | 0.1% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $4.3K | 2,574 | 0.1% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $4.1K | 18,379 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $4.1K | 18,279 | 0.1% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $2.7K | 2,971 | 0.0% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $2.4K | 13,415 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $2.2K | 8,086 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $2.0K | 3,577 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $1.9K | 6,889 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $1.8K | 12,025 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $1.8K | 16,071 | 0.0% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $1.7K | 7,911 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $1.6K | 3,011 | 0.0% |
| LHC Group Inc(LHCGUSD) | COM | 50187A107 | $1.6K | 7,623 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $1.6K | 5,802 | 0.0% |
| Msci Inc(MSCI) | COM | 55354G100 | $1.5K | 3,422 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $1.4K | 2,772 | 0.0% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $1.4K | 2,865 | 0.0% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $1.4K | 8,122 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $1.3K | 3,671 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $1.3K | 3,732 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $1.2K | 2,574 | 0.0% |
| Vanguard Scottsdale FDS(VONG) | VNG RUS1000GRW | 92206C680 | $1.2K | 4,803 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $1.2K | 8,249 | 0.0% |
| Descartes SYS Group Inc(DSGX) | COM | 249906108 | $1.1K | 19,608 | 0.0% |
| Novocure LTD(NVCR) | ORD SHS | G6674U108 | $1.1K | 6,575 | 0.0% |
| II-VI Inc | COM | 902104108 | $1.1K | 14,707 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $977 | 2,579 | 0.0% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $969 | 2,528 | 0.0% |
| Advanced Energy Inds(AEIS) | COM | 007973100 | $965 | 9,956 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $956 | 4,301 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $917 | 5,239 | 0.0% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $901 | 9,699 | 0.0% |
| J P Morgan Exchange-Traded F(JPST) | ULTRA SHRT INC | 46641Q837 | $892 | 17,565 | 0.0% |
| Freshpet Inc(FRPT) | COM | 358039105 | $869 | 6,117 | 0.0% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $850 | 4,744 | 0.0% |
| Lithia Mtrs Inc(LAD) | CL A | 536797103 | $832 | 2,843 | 0.0% |
| Entegris Inc(ENTG) | COM | 29362U104 | $829 | 8,628 | 0.0% |
| Dycom Inds Inc(DY) | COM | 267475101 | $827 | 10,953 | 0.0% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $795 | 9,050 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $771 | 3,217 | 0.0% |