Q1 2015 Holdings
Filed 2015-05-14 | 192 holdings | $136.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Entegris Inc(ENTG) | COM | 29362U104 | $25.2K | 1,837,160 | 0.0% |
| Ligand Pharmaceuticals Inc(LGND) | COM NEW | 53220K504 | $25.2K | 327,085 | 0.0% |
| Allete Inc(AEBA) | COM NEW | 018522300 | $25.3K | 478,665 | 0.0% |
| Amsurg Corp(AMSGEUR) | COM | 03232P405 | $25.5K | 414,178 | 0.0% |
| Huron Consulting Group Inc(HURN) | COM | 447462102 | $25.6K | 387,575 | 0.0% |
| LA Quinta Holdings Inc | COM | 50420D108 | $25.7K | 1,086,053 | 0.0% |
| Wintrust Financial Corp(WTFC) | COM | 97650W108 | $25.8K | 540,975 | 0.0% |
| Verint Systems Inc(VTY) | COM | 92343X100 | $26.8K | 433,528 | 0.0% |
| Webster Financial Corp(WBS) | COM | 947890109 | $27.9K | 753,615 | 0.0% |
| PNM Resources Inc(TXNM) | COM | 69349H107 | $30.7K | 1,049,690 | 0.0% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $16.3M | 916,597 | 11.9% |
| Boot Barn Holdings Inc(BOOT) | COM | 099406100 | $17.8M | 742,055 | 13.0% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $20.8M | 958,995 | 15.2% |
| Bright Horizons Family Solutions Inc(BFAM) | COM | 109194100 | $24.8M | 483,640 | 18.2% |
| Curtiss-Wright Corp(CW) | COM | 231561101 | $25.9M | 350,525 | 19.0% |
| Caci International Inc(CACI) | CL A | 127190304 | $29.5M | 328,270 | 21.6% |