Q4 2017 Holdings
Filed 2018-02-05 | 186 holdings | $243.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Macom Tech Solutions Hldgs I(MTSI) | COM | 55405Y100 | $10.0K | 306,964 | 0.0% |
| Motorcar PTS Amer Inc(MPAA) | COM | 620071100 | $10.0K | 401,313 | 0.0% |
| Lindsay Corp(LNN) | COM | 535555106 | $10.1K | 114,438 | 0.0% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $10.3K | 493,067 | 0.0% |
| Globant S A(GLOB) | COM | L44385109 | $10.8K | 231,895 | 0.0% |
| Boingo Wireless Inc(WIFI) | COM | 09739C102 | $11.2K | 497,946 | 0.0% |
| Carrizo Oil & Gas Inc(CRZOEUR) | COM | 144577103 | $11.3K | 529,764 | 0.0% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $11.3K | 52,910 | 0.0% |
| Monro Inc(MNRO) | COM | 610236101 | $11.4K | 199,317 | 0.0% |
| Healthstream Inc(HSTM) | COM | 42222N103 | $11.5K | 496,881 | 0.0% |
| Mimedx Group Inc(MDXG) | COM | 602496101 | $11.6K | 917,953 | 0.0% |
| Rudolph Technologies Inc | COM | 781270103 | $11.6K | 487,113 | 0.0% |
| Maximus Inc(MMS) | COM | 577933104 | $12.2K | 171,024 | 0.0% |
| Ezcorp Inc(EZPW) | CL A NON VTG | 302301106 | $12.9K | 1,059,157 | 0.0% |
| BIO Techne Corp(TECH) | COM | 09073M104 | $13.0K | 100,123 | 0.0% |
| Mimecast LTD | ORD SHS | G14838109 | $13.0K | 454,439 | 0.0% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $13.5K | 71,394 | 0.0% |
| Ameris Bancorp(ABCB) | COM | 03076K108 | $13.5K | 280,970 | 0.0% |
| Keyw Hldg Corp | COM | 493723100 | $13.9K | 2,372,418 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $13.9K | 458,684 | 0.0% |
| HUB Group Inc(HUBG) | CL A | 443320106 | $14.4K | 299,584 | 0.0% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $14.7K | 211,770 | 0.0% |
| East West Bancorp Inc(EWBC) | COM | 27579R104 | $14.8K | 243,179 | 0.0% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $15.2K | 337,680 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $15.5K | 269,511 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $15.5K | 106,841 | 0.0% |
| Five9 Inc(FIVN) | COM | 338307101 | $17.1K | 687,405 | 0.0% |
| Echo Global Logistics Inc(ECHO1EUR) | COM | 27875T101 | $17.3K | 617,372 | 0.0% |
| Ansys Inc(AKX) | COM | 03662Q105 | $17.9K | 121,491 | 0.0% |
| PTC Inc(PTC) | COM | 69370C100 | $18.0K | 295,479 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $18.2K | 94,577 | 0.0% |
| Mueller WTR Prods Inc(MWA) | COM SER A | 624758108 | $18.2K | 1,449,199 | 0.0% |
| Oceaneering Intl Inc(OII) | COM | 675232102 | $18.3K | 865,366 | 0.0% |
| Cyberark Software LTD | SHS | M2682V108 | $18.6K | 448,423 | 0.0% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $18.7K | 426,964 | 0.0% |
| RPC Inc(RES) | COM | 749660106 | $19.1K | 748,071 | 0.0% |
| Hunt J B Trans Svcs Inc(JBHT) | COM | 445658107 | $19.4K | 168,700 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $20.4K | 421,205 | 0.0% |
| Square Inc(XYZ) | CL A | 852234103 | $20.9K | 603,771 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $21.0K | 199,885 | 0.0% |
| Cabot Oil & Gas Corp(CTRA) | COM | 127097103 | $21.2K | 742,386 | 0.0% |
| Pros Holdings Inc(PRO) | COM | 74346Y103 | $22.1K | 836,510 | 0.0% |
| Kornit Digital LTD(KRNT) | SHS | M6372Q113 | $22.1K | 1,370,410 | 0.0% |
| Live Nation Entertainment in(LYV) | COM | 538034109 | $22.2K | 521,547 | 0.0% |
| RED HAT Inc | COM | 756577102 | $22.6K | 188,292 | 0.0% |
| RBC Bearings Inc(RBC) | COM | 75524B104 | $22.8K | 180,698 | 0.0% |
| Green DOT Corp(GDOT) | CL A | 39304D102 | $23.1K | 382,882 | 0.0% |
| Imax Corp(IMAX) | COM | 45245E109 | $24.8K | 1,069,277 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $24.9K | 264,166 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $25.4K | 594,812 | 0.0% |