Stocks Owned At One Point
38 POSITIONS ON RECORD
G Genpact Limited PURCHASE
MNST Monster Beverage Corporation SOLD (FULL)
CPRT Copart, Inc. PURCHASE
SABR Sabre Corporation PURCHASE
VRSK Verisk Analytics, Inc. SOLD (PARTIAL)
INGN Inogen, Inc. PURCHASE
ICE Intercontinental Exchange, Inc. SOLD (PARTIAL)
BWXT BWX Technologies, Inc. PURCHASE
LXFR Luxfer Holdings PLC PURCHASE
ANET Arista Networks, Inc. PURCHASE
WAB Westinghouse Air Brake Technologies Corporation SOLD (FULL)
BAH Booz Allen Hamilton Holding Corporation PURCHASE
ULTA Ulta Beauty, Inc. SOLD (PARTIAL)
SHOO Steven Madden, Ltd. SOLD (FULL)
CCJ Cameco Corporation PURCHASE
WTW Willis Towers Watson Public Limited Company PURCHASE
BURL Burlington Stores, Inc. PURCHASE
DLB Dolby Laboratories, Inc. PURCHASE
LOPE Grand Canyon Education, Inc. PURCHASE
MTN Vail Resorts, Inc. SOLD (PARTIAL)
CRL Charles River Laboratories International, Inc. SOLD (FULL)
MIDD The Middleby Corporation PURCHASE
MXL MaxLinear, Inc. PURCHASE
TFX Teleflex Incorporated 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)
CARS Cars.com Inc. PURCHASE
ECPG Encore Capital Group, Inc. PURCHASE
EWBC East West Bancorp, Inc. SOLD (PARTIAL)
A Agilent Technologies, Inc. PURCHASE
PGR The Progressive Corporation SOLD (PARTIAL)
YELP Yelp Inc. SOLD (PARTIAL)
WST West Pharmaceutical Services, Inc. PURCHASE
ALGN Align Technology, Inc. SOLD (FULL)
CDXS Codexis, Inc. PURCHASE