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 |
|---|---|---|---|---|---|
| WEX Inc(WEX) | COM | 96208T104 | $51.5K | 368,027 | 0.0% |
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $51.6K | 1,198,762 | 0.0% |
| Medidata Solutions Inc | COM | 58471A105 | $52.1K | 772,035 | 0.0% |
| Ultimate Software Group Inc | COM | 90385D107 | $52.9K | 216,073 | 0.0% |
| Aarons Inc(AANUSD) | COM PAR $0.50 | 002535300 | $53.0K | 1,259,654 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $53.6K | 520,686 | 0.0% |
| Flir SYS Inc(FLIR) | COM | 302445101 | $54.0K | 1,239,917 | 0.0% |
| Green DOT Corp(GDOT) | CL A | 39304D102 | $54.0K | 679,248 | 0.0% |
| Semtech Corp(SMTC) | COM | 816850101 | $55.2K | 1,203,361 | 0.0% |
| Ligand Pharmaceuticals Inc(LGND) | COM NEW | 53220K504 | $55.4K | 408,345 | 0.0% |
| Ollies Bargain Outlt Hldgs I(OLLI) | COM | 681116109 | $55.7K | 836,776 | 0.0% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $55.7K | 543,792 | 0.0% |
| Wingstop Inc(WING) | COM | 974155103 | $58.7K | 914,852 | 0.0% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $61.6K | 977,665 | 0.0% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $61.7K | 182,758 | 0.0% |
| Proto Labs Inc(PRLB) | COM | 743713109 | $61.7K | 547,400 | 0.0% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $62.6K | 761,438 | 0.0% |
| Marketaxess Hldgs Inc(MKTX) | COM | 57060D108 | $63.6K | 301,011 | 0.0% |
| Icon PLC(ICLR) | SHS | G4705A100 | $73.4K | 568,145 | 0.0% |
| Adobe Inc(ADBE) | COM | 00724F101 | $89.0K | 395 | 0.0% |
| Autodesk Inc(ADSK) | COM | 052769106 | $5.4M | 42,009 | 2.0% |
| Aerovironment Inc(AVAV) | COM | 008073108 | $7.9M | 115,524 | 3.0% |
| Align Technology Inc(ALGN) | COM | 016255101 | $11.2M | 53,662 | 4.3% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $11.4M | 261,408 | 4.3% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $11.7M | 685,017 | 4.4% |
| Chegg Inc(CHGG) | COM | 163092109 | $19.0M | 669,814 | 7.2% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $29.0M | 1,127,385 | 11.0% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $32.2M | 735,391 | 12.2% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $33.4M | 768,240 | 12.7% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $48.4M | 434,397 | 18.3% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $50.3M | 309,032 | 19.0% |