CIK: 0001635999
Total reported value
$762.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PODD | Insulet CORP | Stock-Healthcare | 18.05% | — | — | |
| 2 | AMZN | Amazon.com INC | Stock-Consumer Disc | 16.00% | +1.94% | — | |
| 3 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 14.35% | +0.03% | — | |
| 4 | HLF | Herbalife Ltd. | Stock-Other | 10.28% | — | +75.52% | |
| 5 | FTV | Fortive CORP | Stock-Tech | 10.11% | — | — | |
| 6 | DBX | Dropbox Inc-class A | Stock-Tech | 7.41% | — | — | |
| 7 | PANW | Palo Alto Networks INC | Stock-Tech | 7.30% | — | — | |
| 8 | BSTIN | Best INC - Adr | Stock-Other | 4.47% | — | — | |
| 9 | QCOM | Qualcomm INC | Stock-Tech | 3.97% | — | -2.75% | |
| 10 | DDD | 3d Systems CORP | Stock-Other | 3.63% | — | — | |
| 11 | OASEUR | Oasis Petroleum INC | Stock-Other | 2.22% | — | — | |
| 12 | STMP | Stamps.com INC | Stock-Other | 1.67% | — | -86.74% | |
| 13 | MDXG | Mimedx Group INC | Stock-Other | 0.57% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +6.2% | — | Unchanged |
| 2 | PODD | Insulet CORP | +5% | — | Unchanged |
| 3 | BABA | Alibaba Group Holding-sp Adr | +4.2% | — | Unchanged |
| 4 | FTV | Fortive CORP | +2.8% | — | Unchanged |
| 5 | PANW | Palo Alto Networks INC | +2.7% | — | Unchanged |
| 6 | HLF | Herbalife Ltd. | +2.7% | +75.52% | Add |
| 7 | DBX | Dropbox Inc-class A | +2.3% | — | Unchanged |
| 8 | BSTIN | Best INC - Adr | +1.8% | — | Unchanged |
| 9 | DDD | 3d Systems CORP | +1.4% | — | Unchanged |
| 10 | OASEUR | Oasis Petroleum INC | +1.2% | — | Unchanged |
| 11 | QCOM | Qualcomm INC | +1.1% | -2.75% | Trim |
| 12 | STMP | Stamps.com INC | -5.5% | -86.74% | Trim |
| 13 | ✓ | Spdr S&p 500 ETF Tr | — | EXIT | Sold out |
| 14 | JD | Jd.com Inc-adr | — | EXIT | Sold out |
| 15 | SSYS | Stratasys Ltd. | — | EXIT | Sold out |
| 16 | FOSL | Fossil Group INC | — | EXIT | Sold out |
| 17 | ASNAEUR | Ascena Retail Group INC | — | EXIT | Sold out |
| 18 | QSR | Restaurant Brands Intern | — | EXIT | Sold out |
| 19 | MDXG | Mimedx Group INC | — | NEW | New buy |