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 |
|---|---|---|---|---|---|
| Wingstop Inc(WING) | COM | 974155103 | $49.3K | 1,263,584 | 0.0% |
| Medidata Solutions Inc | COM | 58471A105 | $52.1K | 822,040 | 0.0% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $52.4K | 662,522 | 0.0% |
| SVB Finl Group(SIVBEUR) | COM | 78486Q101 | $53.1K | 227,060 | 0.0% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $53.1K | 630,623 | 0.0% |
| Ultimate Software Group Inc | COM | 90385D107 | $53.4K | 244,879 | 0.0% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $53.9K | 726,185 | 0.0% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $55.1K | 832,909 | 0.0% |
| Envestnet Inc(ENVUSD) | COM | 29404K106 | $56.4K | 1,131,192 | 0.0% |
| Cognex Corp(CGNX) | COM | 192422103 | $56.6K | 925,202 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $57.0K | 304,248 | 0.0% |
| WEX Inc(WEX) | COM | 96208T104 | $57.4K | 406,501 | 0.0% |
| Neogen Corp(NEOG) | COM | 640491106 | $58.5K | 712,117 | 0.0% |
| Ligand Pharmaceuticals Inc(LGND) | COM NEW | 53220K504 | $58.8K | 429,734 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $59.3K | 668,191 | 0.0% |
| Flir SYS Inc(FLIR) | COM | 302445101 | $60.1K | 1,289,972 | 0.0% |
| Calavo Growers Inc(CVGW) | COM | 128246105 | $60.3K | 714,409 | 0.0% |
| Wageworks Inc(WAGE) | COM | 930427109 | $62.1K | 1,001,039 | 0.0% |
| Marketaxess Hldgs Inc(MKTX) | COM | 57060D108 | $64.1K | 317,777 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $64.9K | 590,994 | 0.0% |
| Proto Labs Inc(PRLB) | COM | 743713109 | $68.8K | 668,011 | 0.0% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $69.0K | 395 | 0.0% |
| Icon PLC(ICLR) | SHS | G4705A100 | $72.5K | 646,310 | 0.0% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $74.1K | 249,376 | 0.0% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $4.6M | 122,397 | 1.9% |
| Autodesk Inc(ADSK) | COM | 052769106 | $4.8M | 45,667 | 2.0% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $6.9M | 217,444 | 2.8% |
| Align Technology Inc(ALGN) | COM | 016255101 | $8.0M | 36,194 | 3.3% |
| Chegg Inc(CHGG) | COM | 163092109 | $10.8M | 664,507 | 4.5% |
| Aerovironment Inc(AVAV) | COM | 008073108 | $13.1M | 233,501 | 5.4% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $15.0M | 905,720 | 6.2% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $25.5M | 963,157 | 10.5% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $31.7M | 758,420 | 13.0% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $34.0M | 1,041,243 | 14.0% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $39.8M | 323,140 | 16.3% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $44.7M | 475,312 | 18.4% |