Stocks Owned At One Point
32 POSITIONS ON RECORD
G Genpact Limited PURCHASE
KO The Coca-Cola Company PURCHASE
COST Costco Wholesale Corporation PURCHASE
CPRT Copart, Inc. PURCHASE
EL The Estée Lauder Companies Inc. PURCHASE
INGN Inogen, Inc. PURCHASE
BWXT BWX Technologies, Inc. PURCHASE
ANET Arista Networks, Inc. PURCHASE
BAH Booz Allen Hamilton Holding Corporation PURCHASE
AMZN Amazon.com, Inc. PURCHASE
CCJ Cameco Corporation PURCHASE
BURL Burlington Stores, Inc. PURCHASE
MIDD The Middleby Corporation PURCHASE
DLB Dolby Laboratories, Inc. PURCHASE
CRL Charles River Laboratories International, Inc. SOLD (FULL)
LOPE Grand Canyon Education, Inc. PURCHASE
GOOGL Alphabet Inc. PURCHASE
GOOG Alphabet Inc. SOLD (FULL)
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)
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)
ALGN Align Technology, Inc. SOLD (FULL)
DHR Danaher Corporation SOLD (FULL)
CDXS Codexis, Inc. PURCHASE