Q1 2020 Holdings
Filed 2020-05-14 | 17 holdings | $65.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $26.0M | 81,806 | 39.8% |
| Autodesk Inc(ADSK) | COM | 052769106 | $23.6M | 150,904 | 36.0% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $15.6M | 479,200 | 23.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $29.2K | 185,280 | 0.0% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $16.7K | 8,576 | 0.0% |
| Visa Inc(V) | CL A | 92826C839 | $14.3K | 88,950 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $14.3K | 85,600 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $14.1K | 58,450 | 0.0% |
| Intuit Inc(INTU) | COM | 461202103 | $13.3K | 57,585 | 0.0% |
| Salesforce.com Inc(CRM) | COM | 79466L302 | $10.5K | 73,296 | 0.0% |
| Black Knight Inc | COM | 09214X100 | $10.3K | 177,779 | 0.0% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $8.6K | 90,255 | 0.0% |
| Alphabet Inc(GOOGL) | CL A | 02079K305 | $7.8K | 6,675 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $6.7K | 40,159 | 0.0% |
| Masimo Corp(MASI) | COM | 574795100 | $6.4K | 36,100 | 0.0% |
| Verisk Analytics Inc(VRSK) | COM | 92345Y106 | $5.7K | 40,635 | 0.0% |
| Ansys Inc(AKX) | COM | 03662Q105 | $3.5K | 15,200 | 0.0% |