Q4 2019 Holdings
Filed 2020-02-14 | 165 holdings | $419.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nlight Inc(LASR) | COM | 65487K100 | $14.4K | 710,444 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $15.4K | 871,274 | 0.0% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $15.4K | 931,502 | 0.0% |
| Ameris Bancorp(ABCB) | COM | 03076K108 | $16.1K | 377,976 | 0.0% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $16.2K | 275,852 | 0.0% |
| SPS Commerce Inc(SPSC) | COM | 78463M107 | $16.3K | 294,952 | 0.0% |
| Inphi Corp(IPHI) | COM | 45772F107 | $17.4K | 235,057 | 0.0% |
| Core Laboratories N V(CLB) | COM | N22717107 | $17.6K | 467,652 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $18.5K | 108,207 | 0.0% |
| BIO Techne Corp(TECH) | COM | 09073M104 | $18.6K | 84,620 | 0.0% |
| Middleby Corp(MIDD) | COM | 596278101 | $18.6K | 170,178 | 0.0% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $19.9K | 137,062 | 0.0% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $20.7K | 849,255 | 0.0% |
| RBC Bearings Inc(RBC) | COM | 75524B104 | $21.6K | 136,141 | 0.0% |
| Cabot Oil & Gas Corp(CTRA) | COM | 127097103 | $21.8K | 1,252,019 | 0.0% |
| Parsley Energy Inc | CL A | 701877102 | $22.2K | 1,174,318 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $23.3K | 217,179 | 0.0% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $23.5K | 1,282,770 | 0.0% |
| Hunt J B Trans Svcs Inc(JBHT) | COM | 445658107 | $23.8K | 203,654 | 0.0% |
| Globant S A(GLOB) | COM | L44385109 | $24.5K | 230,936 | 0.0% |
| L3harris Technologies Inc(LHX) | COM | 502431109 | $25.2K | 127,412 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $25.3K | 147,699 | 0.0% |
| Rockwell Automation Inc(ROK) | COM | 773903109 | $26.3K | 129,698 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $27.1K | 332,202 | 0.0% |
| PTC Inc(PTC) | COM | 69370C100 | $28.0K | 374,436 | 0.0% |
| Five9 Inc(FIVN) | COM | 338307101 | $28.1K | 428,799 | 0.0% |
| Encore Cap Group Inc(ECPG) | COM | 292554102 | $28.2K | 796,742 | 0.0% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $29.5K | 275,866 | 0.0% |
| National Instrs Corp | COM | 636518102 | $29.8K | 703,102 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $29.9K | 129,270 | 0.0% |
| Square Inc(XYZ) | CL A | 852234103 | $30.5K | 488,111 | 0.0% |
| Ansys Inc(AKX) | COM | 03662Q105 | $31.0K | 120,487 | 0.0% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $32.1K | 426,401 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $32.9K | 55,730 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COM NEW | 875372203 | $34.2K | 573,690 | 0.0% |
| Qualys Inc(QLYS) | COM | 74758T303 | $35.2K | 422,268 | 0.0% |
| Palomar Hldgs Inc(PLMR) | COM | 69753M105 | $35.6K | 705,790 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $36.0K | 108,580 | 0.0% |
| Monster Beverage Corp New(MNST) | COM | 61174X109 | $36.2K | 568,933 | 0.0% |
| Neogen Corp(NEOG) | COM | 640491106 | $37.2K | 569,299 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $37.3K | 65,241 | 0.0% |
| Balchem Corp(BCPC) | COM | 057665200 | $37.3K | 367,437 | 0.0% |
| Cyberark Software LTD | SHS | M2682V108 | $38.0K | 326,220 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $38.0K | 225,479 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $38.3K | 732,870 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $39.0K | 526,121 | 0.0% |
| Biotelemetry Inc(BEATEUR) | COM | 090672106 | $39.5K | 852,870 | 0.0% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $40.1K | 365,684 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $40.2K | 547,669 | 0.0% |
| Grand Canyon ED Inc(LOPE) | COM | 38526M106 | $41.7K | 435,148 | 0.0% |