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 |
|---|---|---|---|---|---|
| Omnicell Inc(OMCL) | COM | 68213N109 | $32.0K | 396,023 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $32.8K | 275,347 | 0.0% |
| Monster Beverage Corp New(MNST) | COM | 61174X109 | $32.9K | 602,447 | 0.0% |
| Grubhub Inc | COM | 400110102 | $32.9K | 474,110 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $33.6K | 693,183 | 0.0% |
| Kornit Digital LTD(KRNT) | SHS | M6372Q113 | $34.2K | 1,435,543 | 0.0% |
| Harris Corp del | COM | 413875105 | $34.4K | 215,534 | 0.0% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $34.6K | 1,711,524 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $34.8K | 168,545 | 0.0% |
| Balchem Corp(BCPC) | COM | 057665200 | $35.2K | 378,873 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $36.0K | 633,382 | 0.0% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $36.1K | 434,709 | 0.0% |
| Silicon Laboratories Inc(SLAB) | COM | 826919102 | $36.2K | 447,370 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $36.3K | 349,114 | 0.0% |
| Healthequity Inc(HQY) | COM | 42226A107 | $36.5K | 493,392 | 0.0% |
| 2U Inc | COM | 90214J101 | $36.5K | 515,618 | 0.0% |
| Siteone Landscape Supply Inc(SITE) | COM | 82982L103 | $37.5K | 656,088 | 0.0% |
| SVB Finl Group(SIVBEUR) | COM | 78486Q101 | $37.9K | 170,297 | 0.0% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $38.4K | 2,489,026 | 0.0% |
| Square Inc(XYZ) | CL A | 852234103 | $38.9K | 518,957 | 0.0% |
| Pros Holdings Inc(PRO) | COM | 74346Y103 | $38.9K | 920,912 | 0.0% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $39.3K | 152,386 | 0.0% |
| Qualys Inc(QLYS) | COM | 74758T303 | $39.4K | 476,200 | 0.0% |
| Manhattan Assocs Inc(MANH) | COM | 562750109 | $40.5K | 735,353 | 0.0% |
| Tyler Technologies Inc(TYL) | COM | 902252105 | $40.7K | 199,167 | 0.0% |
| PRA Group Inc(PRAA) | COM | 69354N106 | $41.2K | 1,537,366 | 0.0% |
| HMS Hldgs Corp(HMSY) | COM | 40425J101 | $43.6K | 1,471,686 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $43.6K | 296,554 | 0.0% |
| Cyberark Software LTD | SHS | M2682V108 | $44.5K | 373,640 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $45.3K | 158,649 | 0.0% |
| Neogen Corp(NEOG) | COM | 640491106 | $45.4K | 790,768 | 0.0% |
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $45.7K | 1,199,737 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $45.7K | 484,095 | 0.0% |
| Cognex Corp(CGNX) | COM | 192422103 | $45.8K | 900,792 | 0.0% |
| PRA Health Sciences Inc(PRAH) | COM | 69354M108 | $46.6K | 422,232 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $46.6K | 81,720 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $47.0K | 287,081 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $47.9K | 94,304 | 0.0% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $49.6K | 510,947 | 0.0% |
| Verisk Analytics Inc(VRSK) | COM | 92345Y106 | $50.4K | 378,868 | 0.0% |
| Q2 Hldgs Inc(QTWO) | COM | 74736L109 | $50.6K | 730,215 | 0.0% |
| Repligen Corp(RGEN) | COM | 759916109 | $50.6K | 857,178 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $52.2K | 168,103 | 0.0% |
| Mercury SYS Inc(MRCY) | COM | 589378108 | $52.9K | 825,168 | 0.0% |
| MGP Ingredients Inc New(MGPI) | COM | 55303J106 | $53.1K | 688,802 | 0.0% |
| Ligand Pharmaceuticals Inc(LGND) | COM NEW | 53220K504 | $53.5K | 425,644 | 0.0% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $54.0K | 154,892 | 0.0% |
| Firstcash Inc | COM | 33767D105 | $54.0K | 624,808 | 0.0% |
| Green DOT Corp(GDOT) | CL A | 39304D102 | $54.3K | 895,359 | 0.0% |
| Live Nation Entertainment in(LYV) | COM | 538034109 | $54.8K | 862,511 | 0.0% |