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 |
|---|---|---|---|---|---|
| Harris Corp del | COM | 413875105 | $25.6K | 180,856 | 0.0% |
| Trex Co Inc(TREX) | COM | 89531P105 | $26.1K | 240,398 | 0.0% |
| 2U Inc | COM | 90214J101 | $26.4K | 409,977 | 0.0% |
| Core Laboratories N V(CLB) | COM | N22717107 | $26.5K | 242,124 | 0.0% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $26.5K | 221,654 | 0.0% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $26.6K | 2,544,650 | 0.0% |
| Firstcash Inc | COM | 33767D105 | $26.7K | 395,690 | 0.0% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $27.9K | 1,975,882 | 0.0% |
| Grubhub Inc | COM | 400110102 | $28.0K | 389,950 | 0.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $28.5K | 701,261 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $29.0K | 286,809 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $29.4K | 80,631 | 0.0% |
| Ross Stores Inc(ROST) | COM | 778296103 | $29.7K | 369,715 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $29.8K | 379,523 | 0.0% |
| Q2 Hldgs Inc(QTWO) | COM | 74736L109 | $30.2K | 819,947 | 0.0% |
| Hilltop Holdings Inc(HTH) | COM | 432748101 | $30.3K | 1,195,136 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $30.3K | 357,782 | 0.0% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $30.7K | 137,247 | 0.0% |
| Balchem Corp(BCPC) | COM | 057665200 | $31.4K | 389,261 | 0.0% |
| Integrated Device Technology | COM | 458118106 | $31.6K | 1,063,137 | 0.0% |
| National Instrs Corp | COM | 636518102 | $31.6K | 759,404 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $31.6K | 469,336 | 0.0% |
| Repligen Corp(RGEN) | COM | 759916109 | $33.1K | 912,362 | 0.0% |
| PRA Health Sciences Inc(PRAH) | COM | 69354M108 | $34.2K | 376,047 | 0.0% |
| Verisk Analytics Inc(VRSK) | COM | 92345Y106 | $35.5K | 369,540 | 0.0% |
| Qualys Inc(QLYS) | COM | 74758T303 | $35.5K | 598,813 | 0.0% |
| MGP Ingredients Inc New(MGPI) | COM | 55303J106 | $35.9K | 467,205 | 0.0% |
| Chuys Hldgs Inc(CHUYUSD) | COM | 171604101 | $36.1K | 1,286,694 | 0.0% |
| Manhattan Assocs Inc(MANH) | COM | 562750109 | $37.9K | 765,631 | 0.0% |
| Athenahealth Inc | COM | 04685W103 | $38.5K | 289,372 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $39.3K | 179,742 | 0.0% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $40.2K | 213,761 | 0.0% |
| MSC Indl Direct Inc(MSM) | CL A | 553530106 | $40.8K | 421,626 | 0.0% |
| Semtech Corp(SMTC) | COM | 816850101 | $41.1K | 1,201,474 | 0.0% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $41.2K | 468,426 | 0.0% |
| Cavium Inc | COM | 14964U108 | $41.2K | 491,556 | 0.0% |
| Monster Beverage Corp New(MNST) | COM | 61174X109 | $41.3K | 651,887 | 0.0% |
| Tyler Technologies Inc(TYL) | COM | 902252105 | $41.4K | 234,104 | 0.0% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $42.0K | 658,057 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $42.1K | 719,849 | 0.0% |
| Microsemi Corp | COM | 595137100 | $42.2K | 816,601 | 0.0% |
| Aarons Inc(AANUSD) | COM PAR $0.50 | 002535300 | $42.8K | 1,075,022 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $43.0K | 275,133 | 0.0% |
| Healthequity Inc(HQY) | COM | 42226A107 | $43.8K | 939,516 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $44.1K | 140,033 | 0.0% |
| Power Integrations Inc(POWI) | COM | 739276103 | $44.1K | 599,186 | 0.0% |
| Siteone Landscape Supply Inc(SITE) | COM | 82982L103 | $45.6K | 594,357 | 0.0% |
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $46.4K | 1,016,366 | 0.0% |
| HMS Hldgs Corp(HMSY) | COM | 40425J101 | $46.8K | 2,759,058 | 0.0% |
| Ollies Bargain Outlt Hldgs I(OLLI) | COM | 681116109 | $46.9K | 880,235 | 0.0% |