|
MSFT
|
US |
MICROSOFT CORP |
71,014 |
$30M |
8.68% |
-
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
151,150 |
$29M |
8.31% |
-
|
- |
|
MDT
|
US |
MEDTRONIC PLC |
244,369 |
$20M |
5.67% |
-
|
- |
|
CRM
|
US |
SALESFORCE INC |
33,835 |
$11M |
3.29% |
-16.0%
|
- |
|
NKE
|
US |
NIKE INC -CL B |
137,958 |
$10M |
3.03% |
-
|
- |
|
BSX
|
US |
BOSTON SCIENTIFIC CORP |
115,575 |
$10M |
3.00% |
-1.4%
|
- |
|
MSA
|
US |
MSA SAFETY INC |
59,957 |
$10M |
2.88% |
954.1%
|
- |
|
XYL
|
US |
XYLEM INC |
82,949 |
$10M |
2.79% |
16.9%
|
- |
|
BRKR
|
US |
BRUKER CORP |
158,000 |
$9M |
2.69% |
11.2%
|
- |
|
ADBE
|
US |
ADOBE INC |
20,775 |
$9M |
2.68% |
10.4%
|
- |
|
PANW
|
US |
PALO ALTO NETWORKS INC |
48,850 |
$9M |
2.58% |
100.0%
|
- |
|
CME
|
US |
CME GROUP INC |
37,853 |
$9M |
2.55% |
-
|
- |
|
VMI
|
US |
VALMONT INDUSTRIES |
28,329 |
$9M |
2.52% |
-20.9%
|
- |
|
PFG
|
US |
PRINCIPAL FINANCIAL GROUP |
107,320 |
$8M |
2.41% |
100.0%
|
- |
|
WCN
|
US |
WASTE CONNECTIONS INC |
47,650 |
$8M |
2.37% |
100.0%
|
- |
|
MRVL
|
US |
MARVELL TECHNOLOGY INC |
73,130 |
$8M |
2.34% |
-32.8%
|
- |
|
LSCC
|
US |
LATTICE SEMICONDUCTOR CORP |
140,800 |
$8M |
2.31% |
-
|
- |
|
IEX
|
US |
IDEX CORP |
37,851 |
$8M |
2.30% |
-
|
- |
|
MRK
|
US |
MERCK & CO. INC. |
79,640 |
$8M |
2.30% |
-
|
- |
|
HIG
|
US |
HARTFORD FINANCIAL SVCS GRP |
71,700 |
$8M |
2.28% |
16.6%
|
- |