Stocks Owned At One Point
24 POSITIONS ON RECORD
G Genpact Limited PURCHASE
CPRT Copart, Inc. PURCHASE
INGN Inogen, Inc. PURCHASE
BWXT BWX Technologies, Inc. PURCHASE
ANET Arista Networks, Inc. PURCHASE
BAH Booz Allen Hamilton Holding Corporation PURCHASE
CCJ Cameco Corporation PURCHASE
BURL Burlington Stores, Inc. PURCHASE
LOPE Grand Canyon Education, Inc. PURCHASE
CRL Charles River Laboratories International, Inc. SOLD (FULL)
MIDD The Middleby Corporation PURCHASE
MXL MaxLinear, Inc. PURCHASE
AKAM Akamai Technologies, Inc. SOLD (FULL)
DPZ Domino's Pizza, Inc. SOLD (PARTIAL)
GWRE Guidewire Software, Inc. SOLD (PARTIAL)
HGV Hilton Grand Vacations Inc. PURCHASE
CSGP CoStar Group, Inc. SOLD (PARTIAL)
ECPG Encore Capital Group, Inc. PURCHASE
CARS Cars.com Inc. PURCHASE
EWBC East West Bancorp, Inc. SOLD (PARTIAL)
PGR The Progressive Corporation SOLD (PARTIAL)
A Agilent Technologies, Inc. PURCHASE
ALGN Align Technology, Inc. SOLD (FULL)
CDXS Codexis, Inc. PURCHASE