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 |
|---|---|---|---|---|---|
| Papa Johns Intl Inc(PZZA) | COM | 698813102 | $15.9K | 285,655 | 0.0% |
| Global Eagle Entmt Inc | COM | 37951D102 | $15.9K | 1,171,371 | 0.0% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $16.1K | 204,785 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $16.6K | 256,060 | 0.0% |
| Keyw Hldg Corp | COM | 493723100 | $16.6K | 1,597,030 | 0.0% |
| Echo Global Logistics Inc(ECHO1EUR) | COM | 27875T101 | $16.6K | 567,830 | 0.0% |
| Verisk Analytics Inc(VRSK) | CL A | 92345Y106 | $16.6K | 259,135 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $16.6K | 112,175 | 0.0% |
| Channeladvisor Corp(ECOM1USD) | COM | 159179100 | $16.6K | 771,040 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $17.3K | 135,840 | 0.0% |
| Rignet Inc(RNET) | COM | 766582100 | $17.9K | 435,200 | 0.0% |
| Motorcar PTS Amer Inc(MPAA) | COM | 620071100 | $17.9K | 574,370 | 0.0% |
| Ross Stores Inc(ROST) | COM | 778296103 | $18.1K | 192,050 | 0.0% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $18.1K | 1,980,880 | 0.0% |
| Forum Energy Technologies in(FETUSD) | COM | 34984V100 | $18.2K | 877,371 | 0.0% |
| Maximus Inc(MMS) | COM | 577933104 | $18.5K | 337,335 | 0.0% |
| WEX Inc(WEX) | COM | 96208T104 | $18.5K | 187,255 | 0.0% |
| Oil STS Intl Inc(OIS) | COM | 678026105 | $19.3K | 395,690 | 0.0% |
| Abaxis Inc | COM | 002567105 | $19.5K | 343,316 | 0.0% |
| National Instrs Corp | COM | 636518102 | $19.6K | 631,614 | 0.0% |
| Qlik Technologies Inc | COM | 74733T105 | $19.9K | 644,690 | 0.0% |
| Dril-Quip Inc(DRQEUR) | COM | 262037104 | $20.3K | 264,421 | 0.0% |
| Trex Co Inc(TREX) | COM | 89531P105 | $21.1K | 494,775 | 0.0% |
| RBC Bearings Inc(RBC) | COM | 75524B104 | $21.1K | 326,693 | 0.0% |
| MSC Indl Direct Inc(MSM) | CL A | 553530106 | $21.1K | 260,283 | 0.0% |
| Aruba Networks Inc | COM | 043176106 | $21.6K | 1,185,969 | 0.0% |
| Microsemi Corp | COM | 595137100 | $21.7K | 763,056 | 0.0% |
| Homeaway Inc | COM | 43739Q100 | $21.8K | 731,765 | 0.0% |
| Mimedx Group Inc(MDXG) | COM | 602496101 | $21.8K | 1,892,102 | 0.0% |
| Mueller WTR Prods Inc(MWA) | COM SER A | 624758108 | $22.2K | 2,168,195 | 0.0% |
| Healthstream Inc(HSTM) | COM | 42222N103 | $22.5K | 763,387 | 0.0% |
| Acuity Brands Inc(AYI) | COM | 00508Y102 | $22.9K | 163,255 | 0.0% |
| Carrizo Oil & Gas Inc(CRZOEUR) | COM | 144577103 | $22.9K | 551,216 | 0.0% |
| Ligand Pharmaceuticals Inc(LGND) | COM NEW | 53220K504 | $23.9K | 449,572 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $24.9K | 134,850 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $24.9K | 610,320 | 0.0% |
| Chuys Hldgs Inc(CHUYUSD) | COM | 171604101 | $25.0K | 1,269,887 | 0.0% |
| Vince Hldg Corp | COM | 92719W108 | $25.6K | 980,324 | 0.0% |
| Balchem Corp(BCPC) | COM | 057665200 | $25.7K | 385,278 | 0.0% |
| Hilltop Holdings Inc(HTH) | COM | 432748101 | $26.2K | 1,311,909 | 0.0% |
| Envestnet Inc(ENVUSD) | COM | 29404K106 | $26.6K | 541,083 | 0.0% |
| Healthequity Inc(HQY) | COM | 42226A107 | $26.6K | 1,045,351 | 0.0% |
| Power Integrations Inc(POWI) | COM | 739276103 | $26.8K | 517,826 | 0.0% |
| Manhattan Assocs Inc(MANH) | COM | 562750109 | $27.2K | 668,620 | 0.0% |
| VCA Inc | COM | 918194101 | $27.4K | 561,758 | 0.0% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $27.7K | 791,425 | 0.0% |
| Cardtronics Inc | COM | 14161H108 | $27.9K | 723,276 | 0.0% |
| Pros Holdings Inc(PRO) | COM | 74346Y103 | $28.3K | 1,029,773 | 0.0% |
| Taser Intl Inc | COM | 87651B104 | $28.7K | 1,085,395 | 0.0% |
| Cabelas Inc | COM | 126804301 | $29.1K | 551,981 | 0.0% |