Q3 2020 Holdings
Filed 2020-11-13 | 16 holdings | $130.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $55.4M | 113,056 | 42.6% |
| Autodesk Inc(ADSK) | COM | 052769106 | $41.1M | 177,854 | 31.6% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $33.3M | 870,658 | 25.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $54.2K | 257,480 | 0.0% |
| Visa Inc(V) | CL A | 92826C839 | $44.4K | 222,250 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $37.5K | 110,900 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $35.4K | 135,059 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $34.7K | 166,450 | 0.0% |
| Intuit Inc(INTU) | COM | 461202103 | $31.6K | 96,935 | 0.0% |
| PayPal Holdings Inc(PYPL) | COM | 70450Y103 | $27.9K | 141,355 | 0.0% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $26.4K | 8,371 | 0.0% |
| Salesforce.Com Inc(CRM) | COM | 79466L302 | $25.0K | 99,276 | 0.0% |
| Masimo Corp(MASI) | COM | 574795100 | $22.9K | 97,100 | 0.0% |
| Alphabet Inc(GOOGL) | CL A | 02079K305 | $22.4K | 15,295 | 0.0% |
| Black Knight Inc(BKIEUR) | COM | 09215C105 | $17.6K | 201,779 | 0.0% |
| Verisk Analytics Inc(VRSK) | COM | 92345Y106 | $8.0K | 43,335 | 0.0% |