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 |
|---|---|---|---|---|---|
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $4.4K | 22,932 | 0.0% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $4.5K | 12,894 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $4.5K | 19,280 | 0.0% |
| Square Inc(XYZ) | CL A | 852234103 | $4.6K | 61,146 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $4.9K | 19,916 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $5.1K | 49,294 | 0.0% |
| Autodesk Inc(ADSK) | COM | 052769106 | $719.0K | 4,615 | 4.5% |
| Centene Corp del(CNC) | COM | 15135B101 | $3.1M | 58,840 | 19.6% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $3.8M | 147,556 | 23.6% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $4.0M | 22,189 | 25.4% |
| Adobe Inc(ADBE) | COM | 00724F101 | $4.2M | 15,750 | 26.3% |