Nicholas Investment Partners, LP Buys Papa John's International Inc, The Medicines Co, Lattice Semiconductor Corp, Sells Pluralsight Inc, Keurig Dr Pepper Inc, Blueprint Medicines Corp

• New Purchases: LSCC, TREX, MGM, BLL, LRCX, PSNL, IIPR, SNPS, HAS, SILK, KEYS, EHTH, NXRT, TPTX, IR, KTB, AXS, SBAC, CAKE, BA, BOOT, GO, CDNS, SAIA, AMD, INSP, W, PLAN, MTCH, CCI, ROKU, BBIO,
• Added Positions: PZZA, MDCO, RGEN, COLD, NOMD, SUI, BURL, HZNP, DHRPA.PFD, KRNT, CCIPA.PFD, TWNK, ANSS, FTDR, FIVE, PODD, CDLX, FRPT, TRNO, AYX, FIS, SRI, ESTC, YUMC, AMRN, WAB, NOW, APTV, FANG, COLM, RETA, NVCR, IPAR, ILMN, JBHT, SKYW, ELY, PFPT, EXAS, CACI, WK, CHEF, NEO, CRSP, GOOGL, SMAR, VEEV, NBIX, IMMU, QURE, GWPH, ESNT, GBT, HUBS, PGR, DIS, LOVE, CRM, SRPT, WIX,
• Reduced Positions: MLCO, LVS, CHGG, UPLD, MCHP, MPWR, RPD, SAGE, SMPL, ZEN, WEN, KMPR, SHOO, PLNT, EVBG, CZR, DENN, MTDR, HD, SPLK, XLNX, ETSY, GDDY, SQ, FISV, BACPL.PFD, FSCT, PYPL, KLAC, TXN, ODFL, OKTA, GTLS, MANT,
• Sold Out: PS, KDP, BPMC, WMGI, ARRY, HSC, APC, TKR, IAC, NVRO, NEWR, WDAY, ERI, MC, VKTX, BPOP, INSM, ZBRA, RP, UNP, GOSS, BP, TRMB, ON, SHOP, BL, HDS, QNST, ZS, LPSN, BOX, QCOM, XYL, URI, TIF, WYNN, NFLX, SIEN, DTIL, AUPH,

For the details of Nicholas Investment Partners, LP's stock buys and sells, go to https://www.gurufocus.com/guru/nicholas+investment+partners%2C+lp/current-portfolio/portfolio

1. Las Vegas Sands Corp (LVS) - 850,000 shares, 4.98% of the total portfolio. Shares reduced by 12.82%
2. SPDR S&P Biotech ETF (XBI) - 561,800 shares, 4.34% of the total portfolio.
3. Melco Resorts and Entertainment Ltd (MLCO) - 1,950,000 shares, 3.84% of the total portfolio. Shares reduced by 17.19%
4. Nomad Foods Ltd (NOMD) - 1,278,870 shares, 2.66% of the total portfolio. Shares added by 20.84%
5. Kemper Corp (KMPR) - 270,242 shares, 2.14% of the total portfolio. Shares reduced by 9.16%

Nicholas Investment Partners, LP initiated holding in Lattice Semiconductor Corp. The purchase prices were between $14.7 and $21.16, with an estimated average price of $18.28. The stock is now traded at around $19.85. The impact to a portfolio due to this purchase was 0.65%. The holding were 352,991 shares as of .

Nicholas Investment Partners, LP initiated holding in Trex Co Inc. The purchase prices were between $68.02 and $90.93, with an estimated average price of $80.6. The stock is now traded at around $89.42. The impact to a portfolio due to this purchase was 0.57%. The holding were 61,302 shares as of .

Nicholas Investment Partners, LP initiated holding in MGM Resorts International. The purchase prices were between $27.09 and $30.55, with an estimated average price of $28.71. The stock is now traded at around $31.04. The impact to a portfolio due to this purchase was 0.56%. The holding were 200,000 shares as of .

Nicholas Investment Partners, LP initiated holding in Ball Corp. The purchase prices were between $68.51 and $80.78, with an estimated average price of $74.56. The stock is now traded at around $65.13. The impact to a portfolio due to this purchase was 0.55%. The holding were 74,486 shares as of .

Nicholas Investment Partners, LP initiated holding in Lam Research Corp. The purchase prices were between $181.4 and $242.83, with an estimated average price of $209.6. The stock is now traded at around $272.46. The impact to a portfolio due to this purchase was 0.5%. The holding were 21,364 shares as of .

Nicholas Investment Partners, LP initiated holding in Personalis Inc. The purchase prices were between $14.16 and $25.34, with an estimated average price of $18.98. The stock is now traded at around $10.89. The impact to a portfolio due to this purchase was 0.49%. The holding were 326,269 shares as of .

Nicholas Investment Partners, LP added to a holding in Papa John's International Inc by 244.41%. The purchase prices were between $42.74 and $53.43, with an estimated average price of $47.14. The stock is now traded at around $63.21. The impact to a portfolio due to this purchase was 0.79%. The holding were 211,281 shares as of .

Nicholas Investment Partners, LP added to a holding in The Medicines Co by 886.85%. The purchase prices were between $31.52 and $50.37, with an estimated average price of $39.88. The stock is now traded at around $52.81. The impact to a portfolio due to this purchase was 0.72%. The holding were 157,472 shares as of .

Nicholas Investment Partners, LP added to a holding in Repligen Corp by 139.11%. The purchase prices were between $76.65 and $95.51, with an estimated average price of $87.54. The stock is now traded at around $83.22. The impact to a portfolio due to this purchase was 0.61%. The holding were 134,904 shares as of .

Nicholas Investment Partners, LP added to a holding in Americold Realty Trust by 40.02%. The purchase prices were between $33 and $37.33, with an estimated average price of $35.18. The stock is now traded at around $35.21. The impact to a portfolio due to this purchase was 0.58%. The holding were 543,784 shares as of .

Nicholas Investment Partners, LP added to a holding in Nomad Foods Ltd by 20.84%. The purchase prices were between $19.77 and $22.86, with an estimated average price of $21.31. The stock is now traded at around $20.27. The impact to a portfolio due to this purchase was 0.46%. The holding were 1,278,870 shares as of .

Nicholas Investment Partners, LP added to a holding in Sun Communities Inc by 118.01%. The purchase prices were between $129.53 and $151.29, with an estimated average price of $141.19. The stock is now traded at around $157.20. The impact to a portfolio due to this purchase was 0.44%. The holding were 54,580 shares as of .

Nicholas Investment Partners, LP sold out a holding in Pluralsight Inc. The sale prices were between $15.23 and $32.31, with an estimated average price of $21.6.

Nicholas Investment Partners, LP sold out a holding in Keurig Dr Pepper Inc. The sale prices were between $26.6 and $30.2, with an estimated average price of $27.93.

Nicholas Investment Partners, LP sold out a holding in Blueprint Medicines Corp. The sale prices were between $72.9 and $101.41, with an estimated average price of $86.48.

Nicholas Investment Partners, LP sold out a holding in Wright Medical Group NV. The sale prices were between $20.05 and $29.94, with an estimated average price of $23.8.

Nicholas Investment Partners, LP sold out a holding in Array BioPharma Inc. The sale prices were between $46.24 and $47.85, with an estimated average price of $46.79.

Nicholas Investment Partners, LP sold out a holding in Anadarko Petroleum Corp. The sale prices were between $70.69 and $74.31, with an estimated average price of $72.63.