Q4 2019 Holdings
Filed 2020-02-13 | 16 holdings | $50.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe(ADBE) | COM | 00724F101 | $19.6M | 59,405 | 38.6% |
| Autodesk(ADSK) | COM | 052769106 | $16.9M | 91,904 | 33.2% |
| Boston Scientific(BSX) | COM | 101137107 | $14.1M | 312,700 | 27.9% |
| Microsoft(MSFT) | COM | 594918104 | $24.3K | 154,230 | 0.0% |
| Visa(V) | CL A | 92826C839 | $17.4K | 92,400 | 0.0% |
| Facebook(META) | CL A | 30303M102 | $15.8K | 76,959 | 0.0% |
| Mastercard(MA) | CL A | 57636Q104 | $15.7K | 52,550 | 0.0% |
| Intuit(INTU) | COM | 461202103 | $13.8K | 52,785 | 0.0% |
| Wyndham(WH) | COM | 98311A105 | $13.2K | 210,230 | 0.0% |
| Alphabet(GOOGL) | CL A | 02079K305 | $9.7K | 7,225 | 0.0% |
| Ansys(AKX) | COM | 03662Q105 | $8.6K | 33,500 | 0.0% |
| Paypal(PYPL) | COM | 70450Y103 | $7.6K | 70,255 | 0.0% |
| Verisk(VRSK) | COM | 92345Y106 | $7.5K | 50,135 | 0.0% |
| Salesforce(CRM) | COM | 79466L302 | $6.4K | 39,096 | 0.0% |
| Amazon(AMZN) | COM | 023135106 | $4.8K | 2,586 | 0.0% |
| Masimo(MASI) | COM | 574795100 | $4.0K | 25,400 | 0.0% |