Q2 2020 Holdings
Filed 2020-07-22 | 979 holdings | $100.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hunt J B Trans Svcs Inc(JBHT) | COM | 445658107 | $536 | 4,454 | 0.0% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $540 | 3,901 | 0.0% |
| Cheniere Energy Inc(LNG) | COM NEW | 16411R208 | $546 | 11,300 | 0.0% |
| Archer Daniels Midland Co(ADM) | COM | 039483102 | $552 | 13,837 | 0.0% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $554 | 5,500 | 0.0% |
| Motorola Solutions Inc(MSI) | COM NEW | 620076307 | $557 | 3,975 | 0.0% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $558 | 7,000 | 0.0% |
| Brown Forman Corp(BF/B) | CL B | 115637209 | $558 | 8,777 | 0.0% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $567 | 4,896 | 0.0% |
| Trimble Inc(TRMB) | COM | 896239100 | $568 | 13,149 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $568 | 5,149 | 0.0% |
| Fedex Corp(FDX) | COM | 31428X106 | $569 | 4,064 | 0.0% |
| Conagra Brands Inc(CAG) | COM | 205887102 | $570 | 16,230 | 0.0% |
| Firstenergy Corp(FE) | COM | 337932107 | $571 | 14,734 | 0.0% |
| PPG Inds Inc(PPG) | COM | 693506107 | $574 | 5,410 | 0.0% |
| America Movil SAB de CV(AMXN) | SPON ADR L SHS | 02364W105 | $575 | 45,300 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $576 | 5,127 | 0.0% |
| Ball Corp(BALL) | COM | 058498106 | $582 | 8,376 | 0.0% |
| Lennox Intl Inc(LII) | COM | 526107107 | $595 | 2,552 | 0.0% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $601 | 4,557 | 0.0% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $601 | 3,088 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $603 | 19,400 | 0.0% |
| Sysco Corp(SYY) | COM | 871829107 | $604 | 11,068 | 0.0% |
| Vmware Inc(VMWEUR) | CL A COM | 928563402 | $604 | 3,899 | 0.0% |
| Schrodinger Inc(SDGR) | COM | 80810D103 | $608 | 6,635 | 0.0% |
| Campbell Soup Co(CPB) | COM | 134429109 | $608 | 12,232 | 0.0% |
| Cognex Corp(CGNX) | COM | 192422103 | $609 | 10,176 | 0.0% |
| Welltower Inc(WELL) | COM | 95040Q104 | $611 | 11,799 | 0.0% |
| Travelers Companies Inc(TRV) | COM | 89417E109 | $618 | 5,424 | 0.0% |
| TE Connectivity LTD(TEL) | REG SHS | H84989104 | $619 | 7,593 | 0.0% |
| Equity Residential(EQR) | SH BEN INT | 29476L107 | $621 | 10,547 | 0.0% |
| Gallagher Arthur J & Co(AJG) | COM | 363576109 | $624 | 6,405 | 0.0% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $625 | 11,587 | 0.0% |
| EOG RES Inc(EOG) | COM | 26875P101 | $626 | 12,349 | 0.0% |
| Huya Inc(HUYA) | ADS REP SHS A | 44852D108 | $628 | 33,681 | 0.0% |
| Cyberark Software LTD | SHS | M2682V108 | $632 | 6,356 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $633 | 8,325 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $633 | 3,376 | 0.0% |
| WP Carey Inc(WPC) | COM | 92936U109 | $636 | 9,400 | 0.0% |
| Crispr Therapeutics AG(CRSP) | NAMEN AKT | H17182108 | $637 | 8,664 | 0.0% |
| Seattle Genetics Inc | COM | 812578102 | $638 | 3,754 | 0.0% |
| V F Corp(VFC) | COM | 918204108 | $641 | 10,525 | 0.0% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $643 | 2,536 | 0.0% |
| Northern TR Corp(NTRS) | COM | 665859104 | $649 | 8,175 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $654 | 2,380 | 0.0% |
| Best BUY Inc(BBY) | COM | 086516101 | $661 | 7,581 | 0.0% |
| Nikola Corp | COM | 654110105 | $664 | 9,835 | 0.0% |
| Paccar Inc(PCAR) | COM | 693718108 | $670 | 8,955 | 0.0% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $673 | 2,079 | 0.0% |
| Tyson Foods Inc(TSN) | CL A | 902494103 | $682 | 11,417 | 0.0% |