Q4 2014 Holdings
Filed 2015-02-13 | 193 holdings | $85.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Whiting Pete Corp New | COM | 966387102 | $6.4K | 195,048 | 0.0% |
| IHS Inc | CL A | 451734107 | $6.5K | 56,970 | 0.0% |
| Range RES Corp(RRC) | COM | 75281A109 | $6.7K | 125,605 | 0.0% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $7.3K | 231,012 | 0.0% |
| Cyberark Software LTD | SHS | M2682V108 | $7.5K | 187,960 | 0.0% |
| Rosetta Resources Inc | COM | 777779307 | $7.8K | 349,150 | 0.0% |
| RED HAT Inc | COM | 756577102 | $7.9K | 114,855 | 0.0% |
| Materialise NV(MTLS) | SPONSORED ADS | 57667T100 | $8.0K | 839,840 | 0.0% |
| Integrated Device Technology | COM | 458118106 | $8.1K | 412,635 | 0.0% |
| RPX Corp | COM | 74972G103 | $8.6K | 626,351 | 0.0% |
| Rudolph Technologies Inc | COM | 781270103 | $8.7K | 848,890 | 0.0% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $8.8K | 103,275 | 0.0% |
| Mens Wearhouse Inc | COM | 587118100 | $8.8K | 200,360 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $8.9K | 26,182 | 0.0% |
| B/E Aerospace Inc | COM | 073302101 | $9.2K | 158,690 | 0.0% |
| Towers Watson & Co | CL A | 891894107 | $9.6K | 84,695 | 0.0% |
| Core Laboratories N V(CLB) | COM | N22717107 | $9.8K | 81,280 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $10.1K | 82,245 | 0.0% |
| Fluidigm Corp del(LAB) | COM | 34385P108 | $10.2K | 301,795 | 0.0% |
| Oceaneering Intl Inc(OII) | COM | 675232102 | $10.6K | 180,305 | 0.0% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $10.6K | 15,535 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $10.7K | 191,125 | 0.0% |
| SPS Comm Inc(SPSC) | COM | 78463M107 | $11.0K | 193,905 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $11.4K | 426,945 | 0.0% |
| Airgas Inc | COM | 009363102 | $11.8K | 102,630 | 0.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $12.1K | 431,370 | 0.0% |
| Power Solutions Intl Inc(PSIX) | COM NEW | 73933G202 | $12.4K | 240,974 | 0.0% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $12.5K | 276,745 | 0.0% |
| Shutterstock Inc(SSTK) | COM | 825690100 | $12.6K | 182,173 | 0.0% |
| Inventure Foods Inc | COM | 461212102 | $12.8K | 1,000,801 | 0.0% |
| Stericycle Inc(SRCLEUR) | COM | 858912108 | $12.8K | 97,390 | 0.0% |
| Flotek Inds Inc del | COM | 343389102 | $13.1K | 699,570 | 0.0% |
| Monster Beverage Corp | COM | 611740101 | $13.1K | 121,055 | 0.0% |
| BIO Techne Corp(TECH) | COM | 09073M104 | $13.2K | 142,684 | 0.0% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $13.4K | 46,995 | 0.0% |
| Calamp Corp(CAMPEUR) | COM | 128126109 | $14.0K | 762,910 | 0.0% |
| Viewpoint Finl Group Inc MD | COM | 92672A101 | $14.0K | 588,917 | 0.0% |
| Incontact Inc | COM | 45336E109 | $14.2K | 1,616,712 | 0.0% |
| Myriad Genetics Inc(MYGN) | COM | 62855J104 | $14.4K | 423,192 | 0.0% |
| Flir SYS Inc(FLIR) | COM | 302445101 | $14.7K | 453,770 | 0.0% |
| Catamaran Corp | COM | 148887102 | $14.7K | 284,345 | 0.0% |
| Potbelly Corp(PTB) | COM | 73754Y100 | $14.7K | 1,144,955 | 0.0% |
| East West Bancorp Inc(EWBC) | COM | 27579R104 | $15.1K | 390,418 | 0.0% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $15.2K | 431,840 | 0.0% |
| Qualys Inc(QLYS) | COM | 74758T303 | $15.3K | 404,155 | 0.0% |
| Rice Energy Inc | COM | 762760106 | $15.5K | 737,430 | 0.0% |
| Ruckus Wireless Inc | COM | 781220108 | $15.6K | 1,298,109 | 0.0% |
| Wisdomtree Invts Inc(WT) | COM | 97717P104 | $15.6K | 997,355 | 0.0% |
| Shutterfly Inc(SFLY) | COM | 82568P304 | $15.7K | 377,147 | 0.0% |
| Ulta Salon Cosmetcs & Frag I(ULTA) | COM | 90384S303 | $15.8K | 123,555 | 0.0% |