Q4 2018 Holdings
Filed 2019-02-11 | 181 holdings | $263.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Maximus Inc(MMS) | COM | 577933104 | $9.0K | 138,219 | 0.0% |
| Echo Global Logistics Inc(ECHO1EUR) | COM | 27875T101 | $9.3K | 459,127 | 0.0% |
| Carrizo Oil & Gas Inc(CRZOEUR) | COM | 144577103 | $9.6K | 854,121 | 0.0% |
| HUB Group Inc(HUBG) | CL A | 443320106 | $9.9K | 266,540 | 0.0% |
| Healthstream Inc(HSTM) | COM | 42222N103 | $10.0K | 413,535 | 0.0% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $10.9K | 215,740 | 0.0% |
| Boingo Wireless Inc(WIFI) | COM | 09739C102 | $11.0K | 533,826 | 0.0% |
| SPS Comm Inc(SPSC) | COM | 78463M107 | $11.3K | 137,273 | 0.0% |
| Mimecast LTD | ORD SHS | G14838109 | $11.5K | 341,770 | 0.0% |
| Ameris Bancorp(ABCB) | COM | 03076K108 | $11.8K | 371,740 | 0.0% |
| Encore Cap Group Inc(ECPG) | COM | 292554102 | $12.2K | 517,520 | 0.0% |
| Limoneira Co(LMNR) | COM | 532746104 | $12.2K | 623,483 | 0.0% |
| Middleby Corp(MIDD) | COM | 596278101 | $12.5K | 121,282 | 0.0% |
| Wageworks Inc(WAGE) | COM | 930427109 | $12.9K | 474,258 | 0.0% |
| Callon Pete Co del(CPE3EUR) | COM | 13123X102 | $13.1K | 2,024,138 | 0.0% |
| BIO Techne Corp(TECH) | COM | 09073M104 | $13.9K | 96,089 | 0.0% |
| Globant S A(GLOB) | COM | L44385109 | $14.1K | 250,477 | 0.0% |
| Core Laboratories N V(CLB) | COM | N22717107 | $14.1K | 236,908 | 0.0% |
| Kratos Defense & SEC Solutio(KTOS) | COM NEW | 50077B207 | $14.2K | 1,010,230 | 0.0% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $14.4K | 886,258 | 0.0% |
| Ezcorp Inc(EZPW) | CL A NON VTG | 302301106 | $14.5K | 1,869,519 | 0.0% |
| Range RES Corp(RRC) | COM | 75281A109 | $14.7K | 1,539,225 | 0.0% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $15.5K | 362,163 | 0.0% |
| Hunt J B Trans Svcs Inc(JBHT) | COM | 445658107 | $15.8K | 170,270 | 0.0% |
| Ansys Inc(AKX) | COM | 03662Q105 | $16.4K | 114,766 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $16.4K | 834,951 | 0.0% |
| Monro Inc(MNRO) | COM | 610236101 | $16.8K | 244,035 | 0.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $16.9K | 713,273 | 0.0% |
| Grand Canyon ED Inc(LOPE) | COM | 38526M106 | $17.6K | 183,182 | 0.0% |
| Rockwell Automation Inc(ROK) | COM | 773903109 | $18.1K | 120,512 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $18.4K | 232,984 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $18.4K | 459,589 | 0.0% |
| Expedia Group Inc(EXPE) | COM NEW | 30212P303 | $18.4K | 163,594 | 0.0% |
| RBC Bearings Inc(RBC) | COM | 75524B104 | $19.1K | 145,544 | 0.0% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $19.4K | 405,070 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $20.0K | 106,280 | 0.0% |
| Ross Stores Inc(ROST) | COM | 778296103 | $21.6K | 259,563 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $22.4K | 161,897 | 0.0% |
| Power Integrations Inc(POWI) | COM | 739276103 | $23.3K | 381,804 | 0.0% |
| Trex Co Inc(TREX) | COM | 89531P105 | $23.4K | 394,353 | 0.0% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $23.5K | 333,078 | 0.0% |
| Five9 Inc(FIVN) | COM | 338307101 | $24.0K | 549,577 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $24.4K | 398,775 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $24.9K | 475,543 | 0.0% |
| 2U Inc | COM | 90214J101 | $25.5K | 513,509 | 0.0% |
| PTC Inc(PTC) | COM | 69370C100 | $26.2K | 315,883 | 0.0% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $26.2K | 218,223 | 0.0% |
| Cabot Oil & Gas Corp(CTRA) | COM | 127097103 | $26.5K | 1,185,142 | 0.0% |
| Kornit Digital LTD(KRNT) | SHS | M6372Q113 | $27.0K | 1,443,104 | 0.0% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $27.5K | 868,336 | 0.0% |