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Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
AMAZON COM INC AMZNCommon166,51128,109324,650,00068,905,0003.240.03 Hist 03/31/2020
Zoetis Inc. ZTSCOM1,710,180-964,501201,271,000-152,724,0002.010.36 Hist 03/31/2020
Alibaba Group Holding Ltd BABAADR1,014,63944,784197,327,000-8,379,0001.97  Hist 03/31/2020
Allergan plc AGNSHS1,000,000523,799177,100,00086,064,0001.770.30 Hist 03/31/2020
THERMO FISHER SCIENTIFIC INC. TMOCommon603,707-313,495171,211,000-126,759,0001.710.15 Hist 03/31/2020
PayPal Holdings, Inc. PYPLCOM1,748,087-195,101167,360,000-42,834,0001.670.15 Hist 03/31/2020
AGILENT TECHNOLOGIES INC ACommon2,177,5161,162,083155,953,00069,326,0001.560.70 Hist 03/31/2020
Fidelity National Information Services, Inc. FISCommon1,247,8701,052,995151,792,000124,687,0001.520.20 Hist 03/31/2020
Ferrari N.V. RACECOM930,178310,068144,475,00041,532,0001.440.50 Hist 03/31/2020
MELLANOX TECHNOLOGIES LTD MLNXCommon1,108,878518,491134,529,00065,348,0001.34  Hist 03/31/2020
TELEFLEX INC TFXCommon417,989-308,691122,413,000-151,138,0001.220.90 Hist 03/31/2020
BOSTON SCIENTIFIC CORP BSXCommon3,734,820-4,436,532121,867,000-247,642,0001.220.27 Hist 03/31/2020
LIN Media LLC LINCOMMON STOCK609,711593,685107,073,000103,641,0001.07  Hist 03/31/2020
JOHNSON & JOHNSON JNJCommon746,647191,98497,908,00017,000,0000.980.03 Hist 03/31/2020
GoDaddy Inc. GDDYCL A1,702,170-506,39697,211,000-52,796,0000.970.97 Hist 03/31/2020
VISA INC. VCL A594,609572,18795,804,00091,591,0000.960.03 Hist 03/31/2020
Biohaven Pharmaceutical Holding Co Ltd. BHVNCommon2,563,4432,312,88187,234,00073,594,0000.874.40 Hist 03/31/2020
EPAM Systems, Inc. EPAMCom446,205-47,17682,842,000-21,834,0000.830.81 Hist 03/31/2020
TransUnion TRUCOM1,244,4981,033,86382,361,00064,329,0000.820.66 Hist 03/31/2020
TIFFANY & CO TIFCommon625,460596,25680,997,00077,094,0000.810.52 Hist 03/31/2020
SKECHERS USA INC SKXCL A3,220,3131,264,98676,449,000-8,002,0000.762.05 Hist 03/31/2020
STANLEY BLACK & DECKER, INC. SWKcommon747,996711,26874,799,00068,712,0000.750.49 Hist 03/31/2020
CIGNA CORP CICom406,119186,72771,956,00027,093,0000.72  Hist 03/31/2020
CYPRESS SEMICONDUCTOR CORP /DE/ CYCommon2,925,2592,085,99268,217,00048,638,0000.680.78 Hist 03/31/2020
NVIDIA CORP NVDACommon257,153254,16467,786,00067,083,0000.680.04 Hist 03/31/2020
Quintiles IMS Holdings, Inc. IQVCOM626,12071,02167,534,000-18,234,0000.670.33 Hist 03/31/2020
NETFLIX INC NFLXCommon176,542138,24266,291,00053,898,0000.660.04 Hist 03/31/2020
Esperion Therapeutics, Inc. ESPRCOM1,528,101204,15464,485,86222,741,862   Hist 06/03/2020
NIKE INC NKECommon745,083-469,58261,649,000-61,410,0000.620.05 Hist 03/31/2020
BOSTON BEER CO INC SAMCommon164,974147,94360,638,00054,203,0000.611.36 Hist 03/31/2020
Restaurant Brands International Inc. QSRCOM1,452,964-420,06858,162,000-61,286,0000.580.49 Hist 03/31/2020
COOPER COMPANIES INC COOCommon206,86660,39357,026,0009,965,0000.570.39 Hist 03/31/2020
REPLIGEN CORP RGENCOM564,512564,51254,498,00054,498,0000.541.08 Hist 03/31/2020
UNITEDHEALTH GROUP INC UNHCommon216,306216,30653,942,00053,942,0000.540.02 Hist 03/31/2020
BANK OF MONTREAL /CAN/ BMOCommon1,072,1831,072,18353,529,00053,529,0000.530.17 Hist 03/31/2020
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