Q1 2019 Holdings
Filed 2019-05-03 | 181 holdings | $333.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Inphi Corp(IPHI) | COM | 45772F107 | $10.9K | 248,994 | 0.0% |
| Veritex Hldgs Inc(VBTX) | COM | 923451108 | $10.9K | 451,611 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $11.1K | 103,265 | 0.0% |
| Echo Global Logistics Inc(ECHO1EUR) | COM | 27875T101 | $11.3K | 457,031 | 0.0% |
| Nlight Inc(LASR) | COM | 65487K100 | $11.4K | 509,642 | 0.0% |
| Healthstream Inc(HSTM) | COM | 42222N103 | $11.5K | 410,824 | 0.0% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $11.8K | 77,696 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $12.3K | 129,239 | 0.0% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $12.4K | 602,163 | 0.0% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $12.5K | 228,294 | 0.0% |
| Ameris Bancorp(ABCB) | COM | 03076K108 | $12.6K | 368,035 | 0.0% |
| Limoneira Co(LMNR) | COM | 532746104 | $14.2K | 602,908 | 0.0% |
| SPS Commerce Inc(SPSC) | COM | 78463M107 | $14.4K | 136,059 | 0.0% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $14.7K | 874,752 | 0.0% |
| Encore Cap Group Inc(ECPG) | COM | 292554102 | $15.0K | 549,270 | 0.0% |
| Boingo Wireless Inc(WIFI) | COM | 09739C102 | $15.1K | 650,250 | 0.0% |
| Callon Pete Co del(CPE3EUR) | COM | 13123X102 | $15.3K | 2,021,637 | 0.0% |
| Mimecast LTD | ORD SHS | G14838109 | $16.0K | 338,721 | 0.0% |
| Core Laboratories N V(CLB) | COM | N22717107 | $16.4K | 238,345 | 0.0% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $16.6K | 293,673 | 0.0% |
| Ezcorp Inc(EZPW) | CL A NON VTG | 302301106 | $17.4K | 1,863,286 | 0.0% |
| Range RES Corp(RRC) | COM | 75281A109 | $17.4K | 1,546,578 | 0.0% |
| Hunt J B Trans Svcs Inc(JBHT) | COM | 445658107 | $17.4K | 171,897 | 0.0% |
| Globant S A(GLOB) | COM | L44385109 | $17.7K | 247,417 | 0.0% |
| Middleby Corp(MIDD) | COM | 596278101 | $18.2K | 140,058 | 0.0% |
| RBC Bearings Inc(RBC) | COM | 75524B104 | $18.5K | 145,084 | 0.0% |
| Monro Inc(MNRO) | COM | 610236101 | $18.7K | 216,304 | 0.0% |
| BIO Techne Corp(TECH) | COM | 09073M104 | $18.9K | 94,975 | 0.0% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $19.9K | 482,118 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $20.0K | 841,744 | 0.0% |
| Grand Canyon ED Inc(LOPE) | COM | 38526M106 | $20.9K | 182,853 | 0.0% |
| Ansys Inc(AKX) | COM | 03662Q105 | $21.1K | 115,448 | 0.0% |
| Trex Co Inc(TREX) | COM | 89531P105 | $21.3K | 346,060 | 0.0% |
| Rockwell Automation Inc(ROK) | COM | 773903109 | $21.4K | 121,696 | 0.0% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $22.1K | 407,092 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $22.6K | 222,182 | 0.0% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $24.0K | 285,586 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $24.0K | 463,540 | 0.0% |
| Power Integrations Inc(POWI) | COM | 739276103 | $25.4K | 363,167 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $26.0K | 107,132 | 0.0% |
| Kratos Defense & SEC Solutio(KTOS) | COM NEW | 50077B207 | $26.9K | 1,722,095 | 0.0% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $27.8K | 863,903 | 0.0% |
| Five9 Inc(FIVN) | COM | 338307101 | $27.9K | 527,211 | 0.0% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $28.1K | 220,738 | 0.0% |
| PTC Inc(PTC) | COM | 69370C100 | $29.3K | 317,805 | 0.0% |
| Biotelemetry Inc(BEATEUR) | COM | 090672106 | $29.4K | 469,359 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $30.1K | 526,104 | 0.0% |
| National Instrs Corp | COM | 636518102 | $31.0K | 698,817 | 0.0% |
| Cabot Oil & Gas Corp(CTRA) | COM | 127097103 | $31.1K | 1,192,399 | 0.0% |
| MSC Indl Direct Inc(MSM) | CL A | 553530106 | $32.0K | 386,981 | 0.0% |