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Reported Holdings Of The
Profit Investment Management LLC

Legal Name: PROFIT INVESTMENT MANAGEMENT, LLC

Period of report: Jun 30, 2019
Effectiveness Date: Jul 16, 2019

Security Shares Held / Principal Amount Market Value Option
Reliance Steel And Aluminum Co (759509102) 53,690 $5,080k
BOSTON BEER INC (100557107) 11,336 $4,282k
FACTSET RESH SYS INC (303075105) 14,853 $4,256k
WINNEBAGO INDS INC (974637100) 100,466 $3,883k
EPAM SYS INC COM USD0.001 (29414B104) 22,316 $3,863k
FAIR ISAAC INC (303250104) 11,562 $3,631k
INSPERITY INC COM (45778Q107) 29,039 $3,547k
JOHN BEAN TECHNOLOGIES CORP CO (477839104) 28,876 $3,498k
G-III APPAREL GROUP (36237H101) 112,690 $3,315k
ROLLINS INC (775711104) 87,936 $3,154k
COMTECH TELECOMMUNICATIONS (205826209) 112,134 $3,152k
FirstCash Inc (33767D105) 31,224 $3,123k
Forward Air Corp (349853101) 50,155 $2,967k
Invitae Corp (46185L103) 125,396 $2,947k
Callaway Golf (131193104) 167,490 $2,874k
TAKE-TWO INTERACTIVE (874054109) 24,654 $2,799k
MasTec (576323109) 53,883 $2,777k
MICROSOFT CORP (594918104) 19,240 $2,577k
EURONET WORLDWIDE INC (298736109) 15,208 $2,559k
EAGLE BANCORP INC (268948106) 46,827 $2,535k
REVLON INC (761525609) 129,297 $2,499k
VISA INC COM CL A (92826C839) 14,289 $2,480k
PLEXUS CORP (729132100) 42,319 $2,470k
CROCS INC (227046109) 124,856 $2,466k
Apple Inc (037833100) 11,865 $2,348k
WESCO INTL INC (95082P105) 46,341 $2,347k
NUVASIVE INC COM (670704105) 38,961 $2,281k
RLJ LODGING TR COM (74965L101) 110,274 $1,956k
CISCO SYSTEMS INC (17275R102) 35,543 $1,945k
NIKE INC (654106103) 23,030 $1,933k
PLANTRONICS INC (727493108) 52,199 $1,933k
Scansource Inc. (806037107) 58,209 $1,895k
AMERICAN EQ INVT LIF (025676206) 69,562 $1,889k
REGAL-BELOIT CORP (758750103) 22,574 $1,845k
Bright Horizon Family Solution (109194100) 12,174 $1,837k
RAVEN INDS INC (754212108) 50,915 $1,827k
HOME DEPOT INC (437076102) 8,366 $1,740k
MCCORMICK & CO INC (579780206) 11,020 $1,708k
PETMED EXPRESS INC COM (716382106) 102,725 $1,610k
COSTCO WHSL CORP (22160K105) 6,012 $1,589k
American Express Co. (025816109) 12,071 $1,490k
ALPHABET INC (02079K305) 1,281 $1,387k
DANAHER CORP (235851102) 9,531 $1,362k
VERIZON COMMUNICATIONS (92343V104) 23,663 $1,352k
CITRIX SYS INC (177376100) 13,220 $1,297k
Exxon Mobil Corp (30231G102) 16,370 $1,254k
STARBUCKS CORP (855244109) 14,925 $1,251k
SOUTHWEST AIRLS CO (844741108) 24,158 $1,227k
PEPSICO INC (713448108) 9,088 $1,192k
CYPRESS SEMICONDUCTR (232806109) 53,400 $1,188k
JPMORGAN CHASE & CO (46625H100) 9,794 $1,095k
FEDEX CORP (31428X106) 6,616 $1,086k
PFIZER INC (717081103) 24,940 $1,080k
UNITED TECHNOLOGIES (913017109) 8,171 $1,064k
AMGEN INC (031162100) 5,614 $1,035k
CELGENE CORP (151020104) 11,168 $1,032k
EASTMAN CHEM CO (277432100) 13,044 $1,015k
MANPOWERGROUP (56418H100) 10,206 $986k
V F CORP (918204108) 10,820 $945k
Marathon Petroleum Corp (56585A102) 16,890 $944k
Aptiv PLC (G6095L109) 11,005 $890k
SYNAPTICS INC (87157D109) 22,512 $656k
LOGMEIN INC (54142L109) 7,919 $583k
GOLDMAN SACHS GROUP (38141G104) 2,831 $579k
YUM BRANDS INC (988498101) 2,970 $329k
AKAMAI TECH INC (00971T101) 3,992 $320k
PROCTER & GAMBLE CO (742718109) 2,722 $298k
Alphabet Inc (02079K107) 259 $280k
MEDTRONIC PLC (G5960L103) 2,766 $269k
JANUS HENDERSON PLC (G4474Y214) 11,560 $247k
INTEL CORP (458140100) 4,911 $235k
COOPER COMPANIES INC (216648402) 641 $216k
UNITED PARCEL SERVIC (911312106) 2,024 $209k

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