Q1 2019 Holdings
Filed 2019-11-14 | 61 holdings | $16.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $4.2M | 15,750 | 26.3% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $4.0M | 22,189 | 25.4% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $3.8M | 147,556 | 23.6% |
| Centene Corp del(CNC) | COM | 15135B101 | $3.1M | 58,840 | 19.6% |
| Autodesk Inc(ADSK) | COM | 052769106 | $719.0K | 4,615 | 4.5% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $5.1K | 49,294 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $4.9K | 19,916 | 0.0% |
| Square Inc(XYZ) | CL A | 852234103 | $4.6K | 61,146 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $4.5K | 19,280 | 0.0% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $4.5K | 12,894 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $4.4K | 22,932 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $4.3K | 27,688 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $4.3K | 22,198 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $4.2K | 13,806 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $4.1K | 135,532 | 0.0% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $4.1K | 29,739 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $4.0K | 25,164 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $3.9K | 10,310 | 0.0% |
| Intuit(INTU) | COM | 461202103 | $3.9K | 15,028 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $3.9K | 51,471 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $3.8K | 2,152 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $3.8K | 10,594 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $3.5K | 14,250 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $3.2K | 12,114 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $3.2K | 19,279 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $1.1K | 5,346 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $842 | 3,468 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $832 | 5,080 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $735 | 2,723 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $720 | 5,794 | 0.0% |
| Cyberark Software LTD | SHS | M2682V108 | $710 | 5,966 | 0.0% |
| Amedisys Inc(AMED) | COM | 023436108 | $706 | 5,728 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $701 | 3,394 | 0.0% |
| Huazhu Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $654 | 15,527 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $631 | 17,476 | 0.0% |
| Irobot Corp(IRBTQ) | COM | 462726100 | $626 | 5,318 | 0.0% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $612 | 11,003 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $581 | 3,061 | 0.0% |
| Planet Fitness Inc(PLNT) | CL A | 72703H101 | $580 | 8,435 | 0.0% |
| Ishares TR(ILCG) | MRNGSTR LG-CP GR | 464287119 | $560 | 3,061 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $560 | 1,962 | 0.0% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $539 | 1,156 | 0.0% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $443 | 623 | 0.0% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $432 | 2,407 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $366 | 3,101 | 0.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $332 | 3,300 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $320 | 1,654 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $318 | 1,614 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $309 | 2,821 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $287 | 7,009 | 0.0% |