0001085146-20-002308.txt : 20200814 0001085146-20-002308.hdr.sgml : 20200814 20200814161519 ACCESSION NUMBER: 0001085146-20-002308 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Fulcrum Asset Management LLP CENTRAL INDEX KEY: 0001353395 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20335 FILM NUMBER: 201105248 BUSINESS ADDRESS: STREET 1: MARBLE ARCH HOUSE STREET 2: 66 SEYMOUR STREET CITY: LONDON STATE: X0 ZIP: W1H 5BT BUSINESS PHONE: 00442070166453 MAIL ADDRESS: STREET 1: MARBLE ARCH HOUSE STREET 2: 66 SEYMOUR STREET CITY: LONDON STATE: X0 ZIP: W1H 5BT 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001353395 XXXXXXXX 06-30-2020 06-30-2020 false Fulcrum Asset Management LLP

MARBLE ARCH HOUSE 66 SEYMOUR STREET LONDON X0 W1H 5BT

13F HOLDINGS REPORT 028-20335 N Amna Zubair 44-0-207-290-7803 /s/ Amna Zubair LONDON X0 08-14-2020 0 144 298204 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 58 COM INC SPON ADR REP A 31680Q104 1829 31955 SH SOLE 31955 0 0 ADOBE INC COM 00724F101 1163 2478 SH SOLE 2478 0 0 ADVANCED DISP SVCS INC DEL COM 00790X101 720 22537 SH SOLE 22537 0 0 ADVANCED MICRO DEVICES INC COM 007903107 971 17176 SH SOLE 17176 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7989 34861 SH SOLE 34861 0 0 ALLETE INC COM NEW 018522300 2139 36750 SH SOLE 36750 0 0 ALLIANT ENERGY CORP COM 018802108 3015 58949 SH SOLE 58949 0 0 AMAZON COM INC COM 023135106 2373 817 SH SOLE 817 0 0 AMEREN CORP COM 023608102 2998 39873 SH SOLE 39873 0 0 AMERICAN ELEC PWR CO INC COM 025537101 2971 34902 SH SOLE 34902 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1672 6120 SH SOLE 6120 0 0 ANALOG DEVICES INC COM 032654105 1005 7623 SH SOLE 7623 0 0 ANAPLAN INC COM 03272L108 1011 21152 SH SOLE 21152 0 0 APPLIED MATLS INC COM 038222105 1038 15977 SH SOLE 15977 0 0 AUTODESK INC COM 052769106 1253 5025 SH SOLE 5025 0 0 BAOZUN INC SPONSORED ADR 06684L103 3742 91751 SH SOLE 91751 0 0 BILIBILI INC SPONS ADS REP Z 090040106 3296 67071 SH SOLE 67071 0 0 BURLINGTON STORES INC COM 122017106 2308 10871 SH SOLE 10871 0 0 CANADIAN NATL RY CO COM 136375102 527 5562 SH SOLE 5562 0 0 CANADIAN PAC RY LTD COM 13645T100 710 2605 SH SOLE 2605 0 0 CANADIAN SOLAR INC COM 136635109 1546 72702 SH SOLE 72702 0 0 CASELLA WASTE SYS INC CL A 147448104 613 11141 SH SOLE 11141 0 0 CENTRAL GARDEN & PET CO COM 153527106 707 18592 SH SOLE 18592 0 0 CF INDS HLDGS INC COM 125269100 9271 306031 SH SOLE 306031 0 0 CHEWY INC CL A 16679L109 8405 176139 SH SOLE 176139 0 0 CLEAN HARBORS INC COM 184496107 646 10151 SH SOLE 10151 0 0 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 1035 12712 SH SOLE 12712 0 0 CONSOLIDATED EDISON INC COM 209115104 3308 43040 SH SOLE 43040 0 0 CORESITE RLTY CORP COM 21870Q105 1188 9343 SH SOLE 9343 0 0 COSTCO WHSL CORP NEW COM 22160K105 2725 8337 SH SOLE 8337 0 0 COUPA SOFTWARE INC COM 22266L106 1289 4483 SH SOLE 4483 0 0 COVANTA HLDG CORP COM 22282E102 435 43258 SH SOLE 43258 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 1644 9302 SH SOLE 9302 0 0 CSX CORP COM 126408103 501 6717 SH SOLE 6717 0 0 CYRUSONE INC COM 23283R100 1505 19573 SH SOLE 19573 0 0 DARLING INGREDIENTS INC COM 237266101 321 12288 SH SOLE 12288 0 0 DHT HOLDINGS INC SHS NEW Y2065G121 945 173115 SH SOLE 173115 0 0 DIAMOND S SHIPPING INC COM Y20676105 421 49549 SH SOLE 49549 0 0 DIGITAL RLTY TR INC COM 253868103 2738 18218 SH SOLE 18218 0 0 DOCUSIGN INC COM 256163106 1443 8103 SH SOLE 8103 0 0 DOLLAR GEN CORP NEW COM 256677105 4776 23257 SH SOLE 23257 0 0 DOMINION ENERGY INC COM 25746U109 2711 31351 SH SOLE 31351 0 0 DUKE REALTY CORP COM NEW 264411505 1617 43755 SH SOLE 43755 0 0 EASTGROUP PPTY INC COM 277276101 1646 13190 SH SOLE 13190 0 0 ECOLAB INC COM 278865100 1120 5458 SH SOLE 5458 0 0 ELANCO ANIMAL HEALTH INC COM 28414H103 3513 154281 SH SOLE 154281 0 0 ENPHASE ENERGY INC COM 29355A107 1513 29833 SH SOLE 29833 0 0 ENTEGRIS INC COM 29362U104 638 10052 SH SOLE 10052 0 0 EQUINIX INC COM 29444U700 1847 2506 SH SOLE 2506 0 0 EVERGY INC COM 30034W106 1293 20414 SH SOLE 20414 0 0 EVERSOURCE ENERGY COM 30040W108 5112 57805 SH SOLE 57805 0 0 FACTSET RESH SYS INC COM 303075105 261 984 SH SOLE 984 0 0 FIRST INDL RLTY TR INC COM 32054K103 914 21447 SH SOLE 21447 0 0 FIRST SOLAR INC COM 336433107 3832 72226 SH SOLE 72226 0 0 FIVE BELOW INC COM 33829M101 2012 17459 SH SOLE 17459 0 0 FORTINET INC COM 34959E109 1141 8057 SH SOLE 8057 0 0 FRANCO NEV CORP COM 351858105 9458 63494 SH SOLE 63494 0 0 FRESHPET INC COM 358039105 2422 27277 SH SOLE 27277 0 0 FRONTLINE LTD SHS NEW G3682E192 615 82828 SH SOLE 82828 0 0 GDS HLDGS LTD SPONSORED ADS 36165L108 1330 15141 SH SOLE 15141 0 0 GOLAR LNG LTD SHS G9456A100 1989 254975 SH SOLE 254975 0 0 HESKA CORP COM RESTRC NEW 42805E306 278 2820 SH SOLE 2820 0 0 HUBSPOT INC COM 443573100 2032 8651 SH SOLE 8651 0 0 HUYA INC ADS REP SHS A 44852D108 2208 111599 SH SOLE 111599 0 0 IDEXX LABS INC COM 45168D104 8432 24161 SH SOLE 24161 0 0 INTEL CORP COM 458140100 1992 30973 SH SOLE 30973 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 226 3058 SH SOLE 3058 0 0 INTERNATIONAL SEAWAYS INC COM Y41053102 584 33594 SH SOLE 33594 0 0 JD.COM INC SPON ADR CL A 47215P106 3970 61420 SH SOLE 61420 0 0 JOYY INC ADS REPSTG COM A 46591M109 2330 24560 SH SOLE 24560 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 334 2091 SH SOLE 2091 0 0 KLA CORP COM NEW 482480100 1013 4845 SH SOLE 4845 0 0 LAM RESEARCH CORP COM 512807108 1419 4080 SH SOLE 4080 0 0 LOUISIANA PAC CORP COM 546347105 1067 40124 SH SOLE 40124 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 338 8973 SH SOLE 8973 0 0 MAXIM INTEGRATED PRODS INC COM 57772K101 1018 15622 SH SOLE 15622 0 0 MICROCHIP TECHNOLOGY INC. 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